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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 | $63,921 | $124,330-48.6% | $109,173-41.4% | $167,536-61.8% |
| Participation rate | 71.4% | 79.5%-8.0pp | 75.9%-4.5pp | 82.1%-10.7pp |
| Annual return | 10.80% | 26.04%-15.2pp | 25.75%-15.0pp | 478.82%-468.0pp |
| Employer contribution / active EE | $1,182 | $4,209-71.9% | $3,723-68.3% | $4,839-75.6% |
| Participant deferral / active EE | $10,322 | $5,256+96.4% | $4,654+121.8% | $6,342+62.7% |
| Admin fee / account holder | $940 | $7,974-88.2% | $6,755-86.1% | $12,315-92.4% |