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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 | $60,421 | $115,903-47.9% | $100,528-39.9% | $158,966-62.0% |
| Participation rate | 78.3% | 81.6%-3.3pp | 79.4%-1.2pp | 82.0%-3.7pp |
| Annual return | 15.83% | 34.80%-19.0pp | 30.90%-15.1pp | 302.95%-287.1pp |
| Employer contribution / active EE | $2,072 | $4,105-49.5% | $3,419-39.4% | $4,762-56.5% |
| Participant deferral / active EE | $3,825 | $6,677-42.7% | $6,271-39.0% | $5,983-36.1% |
| Admin fee / account holder | $756 | $11,000-93.1% | $8,084-90.6% | $11,250-93.3% |