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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 | $82,570 | $106,247-22.3% | $96,515-14.4% | $139,466-40.8% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.3%+13.2pp | 80.3%+7.2pp |
| Annual return | 13.46% | 38.47%-25.0pp | 35.73%-22.3pp | 373.66%-360.2pp |
| Employer contribution / active EE | $2,747 | $4,106-33.1% | $3,740-26.5% | $4,754-42.2% |
| Participant deferral / active EE | $6,275 | $5,456+15.0% | $4,880+28.6% | $6,712-6.5% |
| Admin fee / account holder | $602 | $7,885-92.4% | $6,735-91.1% | $11,409-94.7% |