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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 | $68,810 | $141,001-51.2% | $112,228-38.7% | $139,487-50.7% |
| Participation rate | 91.7% | 79.2%+12.5pp | 72.4%+19.2pp | 80.3%+11.3pp |
| Annual return | 17.72% | 32.75%-15.0pp | 30.23%-12.5pp | 373.84%-356.1pp |
| Employer contribution / active EE | $3,036 | $4,285-29.2% | $3,432-11.5% | $4,755-36.2% |
| Participant deferral / active EE | $3,249 | $5,877-44.7% | $4,800-32.3% | $6,713-51.6% |
| Admin fee / account holder | $531 | $9,959-94.7% | $7,752-93.2% | $11,407-95.3% |