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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 | $76,218 | $110,337-30.9% | $102,383-25.6% | $145,877-47.8% |
| Participation rate | 70.6% | 77.9%-7.3pp | 74.5%-3.9pp | 80.3%-9.7pp |
| Annual return | 11.52% | 24.83%-13.3pp | 24.94%-13.4pp | 551.28%-539.8pp |
| Employer contribution / active EE | $1,694 | $4,216-59.8% | $3,870-56.2% | $4,663-63.7% |
| Participant deferral / active EE | $10,351 | $5,621+84.2% | $5,060+104.6% | $6,691+54.7% |
| Admin fee / account holder | $727 | $9,750-92.5% | $8,391-91.3% | $13,402-94.6% |