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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 | $60,899 | $93,346-34.8% | $71,796-15.2% | $273,972-77.8% |
| Participation rate | 95.8% | 76.5%+19.3pp | 69.1%+26.7pp | 83.0%+12.8pp |
| Annual return | 16.03% | 130.39%-114.4pp | 78.04%-62.0pp | 41.46%-25.4pp |
| Employer contribution / active EE | $2,510 | $2,733-8.2% | $1,924+30.4% | $4,869-48.4% |
| Participant deferral / active EE | $7,217 | $3,475+107.7% | $2,794+158.3% | $5,287+36.5% |
| Admin fee / account holder | $450 | $6,571-93.2% | $4,815-90.7% | $10,133-95.6% |