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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 | $67,878 | $111,535-39.1% | $105,223-35.5% | $137,256-50.5% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.0%-3.6pp | 80.0%-8.5pp |
| Annual return | 20.07% | 237.85%-217.8pp | 180.65%-160.6pp | 220.34%-200.3pp |
| Employer contribution / active EE | $1,548 | $3,939-60.7% | $3,689-58.0% | $4,156-62.8% |
| Participant deferral / active EE | $8,834 | $5,500+60.6% | $5,072+74.2% | $6,407+37.9% |
| Admin fee / account holder | $946 | $9,721-90.3% | $8,859-89.3% | $12,270-92.3% |