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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 | $59,370 | $183,627-67.7% | $155,602-61.8% | $145,978-59.3% |
| Participation rate | 78.6% | 82.7%-4.1pp | 78.2%+0.4pp | 80.3%-1.7pp |
| Annual return | 12.24% | 61.32%-49.1pp | 64.81%-52.6pp | 550.52%-538.3pp |
| Employer contribution / active EE | $1,201 | $5,316-77.4% | $4,675-74.3% | $4,662-74.2% |
| Participant deferral / active EE | $4,336 | $6,466-32.9% | $5,629-23.0% | $6,690-35.2% |
| Admin fee / account holder | $824 | $19,327-95.7% | $15,923-94.8% | $13,400-93.9% |