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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 | $59,134 | $132,099-55.2% | $115,599-48.8% | $138,895-57.4% |
| Participation rate | 83.3% | 77.9%+5.5pp | 74.3%+9.1pp | 79.9%+3.4pp |
| Annual return | 14.62% | 176.76%-162.1pp | 111.10%-96.5pp | 145.39%-130.8pp |
| Employer contribution / active EE | $4,771 | $3,416+39.7% | $2,955+61.4% | $4,194+13.7% |
| Participant deferral / active EE | $3,692 | $5,617-34.3% | $4,889-24.5% | $6,396-42.3% |
| Admin fee / account holder | $683 | $15,650-95.6% | $12,841-94.7% | $12,562-94.6% |