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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 | $59,351 | $115,903-48.8% | $100,528-41.0% | $158,966-62.7% |
| Participation rate | 95.2% | 81.6%+13.6pp | 79.4%+15.8pp | 82.0%+13.3pp |
| Annual return | 17.03% | 34.80%-17.8pp | 30.90%-13.9pp | 302.95%-285.9pp |
| Employer contribution / active EE | $1,585 | $4,105-61.4% | $3,419-53.6% | $4,762-66.7% |
| Participant deferral / active EE | $7,564 | $6,677+13.3% | $6,271+20.6% | $5,983+26.4% |
| Admin fee / account holder | $445 | $11,000-96.0% | $8,084-94.5% | $11,250-96.0% |