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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 | $71,524 | $114,013-37.3% | $103,693-31.0% | $155,188-53.9% |
| Participation rate | 89.5% | 75.2%+14.3pp | 72.6%+16.8pp | 80.8%+8.7pp |
| Annual return | 17.08% | 49.31%-32.2pp | 47.61%-30.5pp | 148.84%-131.8pp |
| Employer contribution / active EE | $3,965 | $3,131+26.6% | $2,920+35.8% | $4,248-6.7% |
| Participant deferral / active EE | $8,464 | $4,970+70.3% | $4,579+84.8% | $6,531+29.6% |
| Admin fee / account holder | $415 | $8,407-95.1% | $7,858-94.7% | $14,480-97.1% |