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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 | $59,485 | $201,259-70.4% | $184,200-67.7% | $145,959-59.2% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 17.92% | 28.98%-11.1pp | 28.80%-10.9pp | 561.95%-544.0pp |
| Employer contribution / active EE | $4,109 | $7,018-41.5% | $6,424-36.0% | $4,661-11.8% |
| Participant deferral / active EE | $6,794 | $9,806-30.7% | $9,132-25.6% | $6,689+1.6% |
| Admin fee / account holder | $462 | $16,372-97.2% | $13,907-96.7% | $13,398-96.6% |