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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 | $58,065 | $117,829-50.7% | $102,423-43.3% | $145,877-60.2% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 14.63% | 31.83%-17.2pp | 29.42%-14.8pp | 551.28%-536.7pp |
| Employer contribution / active EE | $3,276 | $3,615-9.4% | $3,023+8.4% | $4,663-29.8% |
| Participant deferral / active EE | $9,836 | $5,732+71.6% | $5,054+94.6% | $6,691+47.0% |
| Admin fee / account holder | $337 | $13,335-97.5% | $9,455-96.4% | $13,402-97.5% |