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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 | $64,845 | $103,393-37.3% | $87,103-25.6% | $152,909-57.6% |
| Participation rate | 94.7% | 79.4%+15.4pp | 76.9%+17.9pp | 82.5%+12.3pp |
| Annual return | 21.62% | 28.10%-6.5pp | 28.19%-6.6pp | 345.46%-323.8pp |
| Employer contribution / active EE | $2,976 | $3,221-7.6% | $2,521+18.0% | $4,764-37.5% |
| Participant deferral / active EE | $6,873 | $4,778+43.8% | $4,049+69.8% | $5,851+17.5% |
| Admin fee / account holder | $776 | $12,195-93.6% | $7,491-89.6% | $11,601-93.3% |