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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 | $83,418 | $117,846-29.2% | $102,434-18.6% | $145,884-42.8% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 12.23% | 31.90%-19.7pp | 29.46%-17.2pp | 551.85%-539.6pp |
| Employer contribution / active EE | $1,409 | $3,615-61.0% | $3,023-53.4% | $4,662-69.8% |
| Participant deferral / active EE | $3,407 | $5,733-40.6% | $5,055-32.6% | $6,690-49.1% |
| Admin fee / account holder | $491 | $13,356-96.3% | $9,462-94.8% | $13,392-96.3% |