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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 | $50,266 | $104,694-52.0% | $85,709-41.4% | $167,536-70.0% |
| Participation rate | 85.7% | 76.4%+9.3pp | 69.9%+15.9pp | 82.1%+3.6pp |
| Annual return | 11.70% | 21.45%-9.7pp | 21.49%-9.8pp | 478.82%-467.1pp |
| Employer contribution / active EE | $2,327 | $3,337-30.3% | $2,619-11.2% | $4,839-51.9% |
| Participant deferral / active EE | $7,649 | $4,826+58.5% | $3,924+95.0% | $6,342+20.6% |
| Admin fee / account holder | $1,093 | $10,035-89.1% | $6,876-84.1% | $12,315-91.1% |