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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 | $81,720 | $103,392-21.0% | $87,104-6.2% | $152,897-46.6% |
| Participation rate | 73.3% | 79.4%-6.0pp | 76.9%-3.5pp | 82.5%-9.1pp |
| Annual return | 27.62% | 28.10%-0.5pp | 28.19%-0.6pp | 345.43%-317.8pp |
| Employer contribution / active EE | $4,006 | $3,221+24.4% | $2,521+58.9% | $4,764-15.9% |
| Participant deferral / active EE | $4,528 | $4,778-5.2% | $4,048+11.8% | $5,851-22.6% |
| Admin fee / account holder | $801 | $12,194-93.4% | $7,491-89.3% | $11,599-93.1% |