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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 | $59,225 | $111,814-47.0% | $103,378-42.7% | $145,978-59.4% |
| Participation rate | 92.9% | 77.9%+14.9pp | 74.5%+18.3pp | 80.3%+12.6pp |
| Annual return | 13.00% | 24.80%-11.8pp | 24.91%-11.9pp | 550.52%-537.5pp |
| Employer contribution / active EE | $2,811 | $4,215-33.3% | $3,870-27.4% | $4,662-39.7% |
| Participant deferral / active EE | $7,667 | $5,618+36.5% | $5,058+51.6% | $6,690+14.6% |
| Admin fee / account holder | $1,199 | $9,764-87.7% | $8,401-85.7% | $13,400-91.1% |