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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 | $86,865 | $111,814-22.3% | $103,374-16.0% | $145,959-40.5% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.9pp |
| Annual return | 20.05% | 24.77%-4.7pp | 24.89%-4.8pp | 561.95%-541.9pp |
| Employer contribution / active EE | $4,974 | $4,214+18.1% | $3,869+28.6% | $4,661+6.7% |
| Participant deferral / active EE | $12,679 | $5,618+125.7% | $5,058+150.7% | $6,689+89.6% |
| Admin fee / account holder | $319 | $9,754-96.7% | $8,394-96.2% | $13,398-97.6% |