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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 | $66,976 | $55,457+20.8% | $77,361-13.4% | $94,015-28.8% |
| Participation rate | 90.7% | 69.8%+20.9pp | 75.0%+15.7pp | 70.8%+19.9pp |
| Annual return | 10.33% | 15.57%-5.2pp | 1011.54%-1001.2pp | 17.84%-7.5pp |
| Employer contribution / active EE | $967 | $2,255-57.1% | $2,990-67.7% | $2,790-65.3% |
| Participant deferral / active EE | $6,967 | $3,069+127.0% | $3,911+78.1% | $4,249+63.9% |
| Admin fee / account holder | $1,680 | $4,334-61.2% | $5,894-71.5% | $8,951-81.2% |