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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 | $64,079 | $106,280-39.7% | $96,538-33.6% | $139,487-54.1% |
| Participation rate | 95.2% | 77.8%+17.4pp | 74.3%+20.9pp | 80.3%+14.9pp |
| Annual return | 13.49% | 38.48%-25.0pp | 35.74%-22.2pp | 373.84%-360.4pp |
| Employer contribution / active EE | $1,843 | $4,107-55.1% | $3,740-50.7% | $4,755-61.2% |
| Participant deferral / active EE | $3,558 | $5,457-34.8% | $4,880-27.1% | $6,713-47.0% |
| Admin fee / account holder | $7,216 | $7,888-8.5% | $6,737+7.1% | $11,407-36.7% |