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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 | $79,474 | $112,729-29.5% | $98,716-19.5% | $137,256-42.1% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.3%+14.0pp | 80.0%+3.4pp |
| Annual return | 19.96% | 38.48%-18.5pp | 31.81%-11.9pp | 220.34%-200.4pp |
| Employer contribution / active EE | $3,380 | $2,725+24.0% | $2,279+48.3% | $4,156-18.7% |
| Participant deferral / active EE | $13,258 | $4,640+185.7% | $4,048+227.6% | $6,407+106.9% |
| Admin fee / account holder | $819 | $10,129-91.9% | $8,703-90.6% | $12,270-93.3% |