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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 | $65,921 | $227,399-71.0% | $189,758-65.3% | $198,609-66.8% |
| Participation rate | 80.0% | 84.0%-4.0pp | 79.8%+0.2pp | 82.4%-2.4pp |
| Annual return | 16.35% | 61.03%-44.7pp | 52.62%-36.3pp | 202.70%-186.4pp |
| Employer contribution / active EE | $2,279 | $5,526-58.8% | $4,767-52.2% | $5,055-54.9% |
| Participant deferral / active EE | $6,156 | $6,837-10.0% | $5,856+5.1% | $6,977-11.8% |
| Admin fee / account holder | $351 | $25,162-98.6% | $20,388-98.3% | $19,030-98.2% |