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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 | $55,017 | $106,280-48.2% | $96,538-43.0% | $139,487-60.6% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 15.26% | 38.48%-23.2pp | 35.74%-20.5pp | 373.84%-358.6pp |
| Employer contribution / active EE | $8,337 | $4,107+103.0% | $3,740+122.9% | $4,755+75.3% |
| Participant deferral / active EE | $6,816 | $5,457+24.9% | $4,880+39.7% | $6,713+1.5% |
| Admin fee / account holder | $773 | $7,888-90.2% | $6,737-88.5% | $11,407-93.2% |