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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 | $60,757 | $110,410-45.0% | $102,437-40.7% | $145,897-58.4% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.5%+16.4pp | 80.3%+10.6pp |
| Annual return | 16.88% | 24.85%-8.0pp | 24.95%-8.1pp | 552.29%-535.4pp |
| Employer contribution / active EE | $13,082 | $4,217+210.2% | $3,871+238.0% | $4,663+180.6% |
| Participant deferral / active EE | $4,273 | $5,622-24.0% | $5,060-15.6% | $6,689-36.1% |
| Admin fee / account holder | $1,176 | $9,745-87.9% | $8,388-86.0% | $13,390-91.2% |