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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 | $72,861 | $110,212-33.9% | $96,534-24.5% | $139,466-47.8% |
| Participation rate | 71.4% | 78.1%-6.7pp | 76.0%-4.6pp | 80.3%-8.9pp |
| Annual return | 25.21% | 26.42%-1.2pp | 25.88%-0.7pp | 373.66%-348.5pp |
| Employer contribution / active EE | $3,684 | $3,620+1.8% | $2,965+24.2% | $4,754-22.5% |
| Participant deferral / active EE | $4,126 | $5,547-25.6% | $4,851-14.9% | $6,712-38.5% |
| Admin fee / account holder | $1,739 | $11,599-85.0% | $8,253-78.9% | $11,409-84.8% |