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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 | $68,958 | $110,379-37.5% | $102,412-32.7% | $145,884-52.7% |
| Participation rate | 81.8% | 77.9%+3.9pp | 74.5%+7.3pp | 80.3%+1.5pp |
| Annual return | 16.58% | 24.84%-8.3pp | 24.94%-8.4pp | 551.85%-535.3pp |
| Employer contribution / active EE | $4,300 | $4,216+2.0% | $3,870+11.1% | $4,662-7.8% |
| Participant deferral / active EE | $14,806 | $5,622+163.4% | $5,060+192.6% | $6,690+121.3% |
| Admin fee / account holder | $2,830 | $9,745-71.0% | $8,388-66.3% | $13,392-78.9% |