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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 | $114,119-40.5% | $107,187-36.7% | $138,895-51.1% |
| Participation rate | 71.4% | 78.1%-6.6pp | 75.0%-3.6pp | 79.9%-8.5pp |
| Annual return | 20.07% | 273.21%-253.1pp | 204.55%-184.5pp | 145.39%-125.3pp |
| Employer contribution / active EE | $1,548 | $4,059-61.9% | $3,782-59.1% | $4,194-63.1% |
| Participant deferral / active EE | $8,834 | $5,538+59.5% | $5,096+73.3% | $6,396+38.1% |
| Admin fee / account holder | $946 | $10,024-90.6% | $9,162-89.7% | $12,562-92.5% |