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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 | $72,363 | $53,837+34.4% | $75,714-4.4% | $85,847-15.7% |
| Participation rate | 94.7% | 69.1%+25.7pp | 74.8%+19.9pp | 69.3%+25.4pp |
| Annual return | 16.45% | 24.54%-8.1pp | 104.62%-88.2pp | 318.61%-302.2pp |
| Employer contribution / active EE | $1,684 | $2,017-16.6% | $2,744-38.6% | $2,565-34.4% |
| Participant deferral / active EE | $4,047 | $2,895+39.8% | $3,820+5.9% | $3,952+2.4% |
| Admin fee / account holder | $339 | $3,339-89.9% | $3,619-90.6% | $6,261-94.6% |