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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 | $57,018 | $110,212-48.3% | $96,534-40.9% | $139,466-59.1% |
| Participation rate | 94.1% | 78.1%+16.0pp | 76.0%+18.1pp | 80.3%+13.8pp |
| Annual return | 17.96% | 26.42%-8.5pp | 25.88%-7.9pp | 373.66%-355.7pp |
| Employer contribution / active EE | $2,124 | $3,620-41.3% | $2,965-28.4% | $4,754-55.3% |
| Participant deferral / active EE | $6,550 | $5,547+18.1% | $4,851+35.0% | $6,712-2.4% |
| Admin fee / account holder | $421 | $11,599-96.4% | $8,253-94.9% | $11,409-96.3% |