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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 | $76,656 | $98,760-22.4% | $149,715-48.8% | $79,858-4.0% |
| Participation rate | 84.4% | 75.8%+8.6pp | 82.5%+1.9pp | 69.6%+14.7pp |
| Annual return | 18.66% | 27.43%-8.8pp | 276.66%-258.0pp | 31.72%-13.1pp |
| Employer contribution / active EE | $3,128 | $3,217-2.8% | $4,645-32.7% | $2,471+26.6% |
| Participant deferral / active EE | $7,184 | $5,681+26.5% | $6,842+5.0% | $3,740+92.1% |
| Admin fee / account holder | $716 | $6,053-88.2% | $9,310-92.3% | $5,306-86.5% |