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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 | $61,731 | $111,814-44.8% | $103,374-40.3% | $145,959-57.7% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 10.67% | 24.77%-14.1pp | 24.89%-14.2pp | 561.95%-551.3pp |
| Employer contribution / active EE | $2,249 | $4,214-46.6% | $3,869-41.9% | $4,661-51.7% |
| Participant deferral / active EE | $13,542 | $5,618+141.0% | $5,058+167.8% | $6,689+102.5% |
| Admin fee / account holder | $4,071 | $9,754-58.3% | $8,394-51.5% | $13,398-69.6% |