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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 | $110,337-21.3% | $102,383-15.2% | $145,877-40.5% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.9pp |
| Annual return | 20.05% | 24.83%-4.8pp | 24.94%-4.9pp | 551.28%-531.2pp |
| Employer contribution / active EE | $4,974 | $4,216+18.0% | $3,870+28.5% | $4,663+6.7% |
| Participant deferral / active EE | $12,679 | $5,621+125.6% | $5,060+150.6% | $6,691+89.5% |
| Admin fee / account holder | $319 | $9,750-96.7% | $8,391-96.2% | $13,402-97.6% |