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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 | $67,647 | $91,037-25.7% | $71,671-5.6% | $147,586-54.2% |
| Participation rate | 91.3% | 76.1%+15.2pp | 68.7%+22.6pp | 82.8%+8.5pp |
| Annual return | 13.39% | 20.48%-7.1pp | 20.65%-7.3pp | 578.59%-565.2pp |
| Employer contribution / active EE | $1,683 | $3,327-49.4% | $2,460-31.6% | $4,876-65.5% |
| Participant deferral / active EE | $4,374 | $4,498-2.8% | $3,438+27.2% | $5,439-19.6% |
| Admin fee / account holder | $531 | $8,613-93.8% | $5,558-90.5% | $10,886-95.1% |