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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 | $69,829 | $100,970-30.8% | $96,576-27.7% | $137,256-49.1% |
| Participation rate | 75.0% | 82.6%-7.6pp | 81.4%-6.4pp | 80.0%-5.0pp |
| Annual return | 24.16% | 38.16%-14.0pp | 38.47%-14.3pp | 220.34%-196.2pp |
| Employer contribution / active EE | $3,480 | $3,809-8.6% | $3,553-2.1% | $4,156-16.3% |
| Participant deferral / active EE | $17,625 | $8,286+112.7% | $7,956+121.5% | $6,407+175.1% |
| Admin fee / account holder | $423 | $11,312-96.3% | $11,381-96.3% | $12,270-96.6% |