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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 | $66,899 | $102,609-34.8% | $98,090-31.8% | $138,895-51.8% |
| Participation rate | 83.3% | 82.8%+0.6pp | 81.5%+1.8pp | 79.9%+3.4pp |
| Annual return | 18.52% | 36.44%-17.9pp | 37.05%-18.5pp | 145.39%-126.9pp |
| Employer contribution / active EE | $6,269 | $3,867+62.1% | $3,606+73.8% | $4,194+49.5% |
| Participant deferral / active EE | $8,009 | $8,167-1.9% | $7,845+2.1% | $6,396+25.2% |
| Admin fee / account holder | $571 | $11,434-95.0% | $11,815-95.2% | $12,562-95.5% |