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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 | $55,287 | $124,346-55.5% | $111,306-50.3% | $167,553-67.0% |
| Participation rate | 92.9% | 79.6%+13.2pp | 77.3%+15.5pp | 82.1%+10.7pp |
| Annual return | 13.56% | 37.46%-23.9pp | 54.67%-41.1pp | 478.89%-465.3pp |
| Employer contribution / active EE | $3,158 | $3,438-8.1% | $2,732+15.6% | $4,840-34.7% |
| Participant deferral / active EE | $6,842 | $5,182+32.0% | $4,488+52.5% | $6,343+7.9% |
| Admin fee / account holder | $652 | $10,623-93.9% | $7,966-91.8% | $12,316-94.7% |