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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 | $63,513 | $149,741-57.6% | $118,914-46.6% | $158,982-60.1% |
| Participation rate | 80.0% | 82.1%-2.1pp | 75.4%+4.6pp | 82.0%-2.0pp |
| Annual return | 14.66% | 19.94%-5.3pp | 35.89%-21.2pp | 302.99%-288.3pp |
| Employer contribution / active EE | $4,755 | $4,119+15.4% | $3,264+45.7% | $4,763-0.2% |
| Participant deferral / active EE | $9,831 | $5,226+88.1% | $4,266+130.5% | $5,983+64.3% |
| Admin fee / account holder | $544 | $8,607-93.7% | $6,582-91.7% | $11,252-95.2% |