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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 | $69,043 | $100,970-31.6% | $96,576-28.5% | $137,256-49.7% |
| Participation rate | 77.8% | 82.6%-4.8pp | 81.4%-3.7pp | 80.0%-2.2pp |
| Annual return | 17.51% | 38.16%-20.7pp | 38.47%-21.0pp | 220.34%-202.8pp |
| Employer contribution / active EE | $4,969 | $3,809+30.4% | $3,553+39.8% | $4,156+19.6% |
| Participant deferral / active EE | $8,081 | $8,286-2.5% | $7,956+1.6% | $6,407+26.1% |
| Admin fee / account holder | $578 | $11,312-94.9% | $11,381-94.9% | $12,270-95.3% |