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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 | $64,954 | $117,846-44.9% | $102,434-36.6% | $145,884-55.5% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 24.13% | 31.90%-7.8pp | 29.46%-5.3pp | 551.85%-527.7pp |
| Employer contribution / active EE | $1,198 | $3,615-66.8% | $3,023-60.4% | $4,662-74.3% |
| Participant deferral / active EE | $6,943 | $5,733+21.1% | $5,055+37.3% | $6,690+3.8% |
| Admin fee / account holder | $360 | $13,356-97.3% | $9,462-96.2% | $13,392-97.3% |