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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 | $58,315 | $103,393-43.6% | $87,103-33.1% | $152,909-61.9% |
| Participation rate | 93.8% | 79.4%+14.4pp | 76.9%+16.9pp | 82.5%+11.3pp |
| Annual return | 15.84% | 28.10%-12.3pp | 28.19%-12.4pp | 345.46%-329.6pp |
| Employer contribution / active EE | $5,133 | $3,221+59.3% | $2,521+103.6% | $4,764+7.7% |
| Participant deferral / active EE | $3,031 | $4,778-36.6% | $4,049-25.1% | $5,851-48.2% |
| Admin fee / account holder | $6,626 | $12,195-45.7% | $7,491-11.6% | $11,601-42.9% |