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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 | $72,885 | $211,288-65.5% | $178,540-59.2% | $145,884-50.0% |
| Participation rate | 83.3% | 80.8%+2.5pp | 77.1%+6.2pp | 80.3%+3.0pp |
| Annual return | 9.68% | 30.27%-20.6pp | 27.15%-17.5pp | 551.85%-542.2pp |
| Employer contribution / active EE | $1,327 | $4,574-71.0% | $3,953-66.4% | $4,662-71.5% |
| Participant deferral / active EE | $5,924 | $6,967-15.0% | $6,281-5.7% | $6,690-11.4% |
| Admin fee / account holder | $1,248 | $12,105-89.7% | $10,424-88.0% | $13,392-90.7% |