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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,322 | $165,939-49.8% | $122,354-31.9% | $147,586-43.5% |
| Participation rate | 71.4% | 79.6%-8.1pp | 71.6%-0.2pp | 82.8%-11.4pp |
| Annual return | 12.26% | 34.56%-22.3pp | 30.28%-18.0pp | 578.59%-566.3pp |
| Employer contribution / active EE | $8,214 | $5,754+42.7% | $4,051+102.8% | $4,876+68.4% |
| Participant deferral / active EE | $9,879 | $4,005+146.6% | $3,287+200.5% | $5,439+81.6% |
| Admin fee / account holder | $321 | $7,425-95.7% | $5,479-94.1% | $10,886-97.0% |