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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 | $56,527 | $108,882-48.1% | $96,754-41.6% | $154,746-63.5% |
| Participation rate | 70.0% | 75.1%-5.1pp | 70.3%-0.3pp | 80.7%-10.7pp |
| Annual return | 20.57% | 98.39%-77.8pp | 82.04%-61.5pp | 172.34%-151.8pp |
| Employer contribution / active EE | $5,538 | $3,018+83.5% | $2,679+106.7% | $4,379+26.5% |
| Participant deferral / active EE | $11,845 | $5,323+122.5% | $4,758+149.0% | $6,730+76.0% |
| Admin fee / account holder | $807 | $10,200-92.1% | $8,905-90.9% | $14,365-94.4% |