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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 | $201,344-70.5% | $184,243-67.7% | $145,877-59.2% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 17.92% | 29.01%-11.1pp | 28.82%-10.9pp | 551.28%-533.4pp |
| Employer contribution / active EE | $4,109 | $7,022-41.5% | $6,427-36.1% | $4,663-11.9% |
| Participant deferral / active EE | $6,794 | $9,807-30.7% | $9,132-25.6% | $6,691+1.5% |
| Admin fee / account holder | $462 | $16,382-97.2% | $13,914-96.7% | $13,402-96.6% |