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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 | $74,367 | $115,917-35.8% | $100,535-26.0% | $158,982-53.2% |
| Participation rate | 78.6% | 81.6%-3.0pp | 79.4%-0.8pp | 82.0%-3.4pp |
| Annual return | 11.84% | 34.80%-23.0pp | 30.90%-19.1pp | 302.99%-291.2pp |
| Employer contribution / active EE | $1,553 | $4,105-62.2% | $3,419-54.6% | $4,763-67.4% |
| Participant deferral / active EE | $4,556 | $6,677-31.8% | $6,271-27.4% | $5,983-23.9% |
| Admin fee / account holder | $631 | $11,002-94.3% | $8,085-92.2% | $11,252-94.4% |