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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 | $65,214 | $100,147-34.9% | $81,286-19.8% | $145,877-55.3% |
| Participation rate | 95.0% | 74.2%+20.8pp | 69.5%+25.5pp | 80.3%+14.7pp |
| Annual return | 10.42% | 34.44%-24.0pp | 24.80%-14.4pp | 551.28%-540.9pp |
| Employer contribution / active EE | $3,446 | $2,977+15.7% | $2,463+39.9% | $4,663-26.1% |
| Participant deferral / active EE | $5,661 | $4,607+22.9% | $3,883+45.8% | $6,691-15.4% |
| Admin fee / account holder | $928 | $8,201-88.7% | $5,764-83.9% | $13,402-93.1% |