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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 | $56,154 | $211,239-73.4% | $178,528-68.5% | $145,877-61.5% |
| Participation rate | 83.3% | 80.8%+2.5pp | 77.1%+6.2pp | 80.3%+3.0pp |
| Annual return | 8.30% | 30.22%-21.9pp | 27.11%-18.8pp | 551.28%-543.0pp |
| Employer contribution / active EE | $1,083 | $4,570-76.3% | $3,950-72.6% | $4,663-76.8% |
| Participant deferral / active EE | $10,856 | $6,963+55.9% | $6,278+72.9% | $6,691+62.3% |
| Admin fee / account holder | $1,636 | $12,095-86.5% | $10,419-84.3% | $13,402-87.8% |