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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 | $59,959 | $141,004-57.5% | $112,273-46.6% | $139,466-57.0% |
| Participation rate | 70.6% | 79.2%-8.6pp | 72.4%-1.8pp | 80.3%-9.7pp |
| Annual return | 12.85% | 32.75%-19.9pp | 30.23%-17.4pp | 373.66%-360.8pp |
| Employer contribution / active EE | $4,283 | $4,2850% | $3,431+24.8% | $4,754-9.9% |
| Participant deferral / active EE | $6,512 | $5,878+10.8% | $4,800+35.7% | $6,712-3.0% |
| Admin fee / account holder | $4,996 | $9,959-49.8% | $7,752-35.6% | $11,409-56.2% |