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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 | $64,419 | $110,337-41.6% | $102,383-37.1% | $145,877-55.8% |
| Participation rate | 94.4% | 77.9%+16.5pp | 74.5%+19.9pp | 80.3%+14.1pp |
| Annual return | 17.83% | 24.83%-7.0pp | 24.94%-7.1pp | 551.28%-533.5pp |
| Employer contribution / active EE | $3,603 | $4,216-14.5% | $3,870-6.9% | $4,663-22.7% |
| Participant deferral / active EE | $6,616 | $5,621+17.7% | $5,060+30.8% | $6,691-1.1% |
| Admin fee / account holder | $637 | $9,750-93.5% | $8,391-92.4% | $13,402-95.2% |