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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 | $54,837 | $112,121-51.1% | $95,960-42.9% | $158,966-65.5% |
| Participation rate | 85.7% | 79.0%+6.7pp | 77.1%+8.6pp | 82.0%+3.8pp |
| Annual return | 16.35% | 171.16%-154.8pp | 91.63%-75.3pp | 302.95%-286.6pp |
| Employer contribution / active EE | $3,288 | $3,199+2.8% | $2,541+29.4% | $4,762-31.0% |
| Participant deferral / active EE | $8,343 | $4,784+74.4% | $4,167+100.2% | $5,983+39.4% |
| Admin fee / account holder | $1,549 | $10,135-84.7% | $6,797-77.2% | $11,250-86.2% |