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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 | $72,152 | $113,338-36.3% | $94,993-24.0% | $147,586-51.1% |
| Participation rate | 88.9% | 78.0%+10.9pp | 73.9%+15.0pp | 82.8%+6.1pp |
| Annual return | 16.46% | 20.80%-4.3pp | 27.14%-10.7pp | 578.59%-562.1pp |
| Employer contribution / active EE | $3,794 | $3,160+20.0% | $2,603+45.7% | $4,876-22.2% |
| Participant deferral / active EE | $2,759 | $3,777-27.0% | $3,317-16.8% | $5,439-49.3% |
| Admin fee / account holder | $693 | $6,063-88.6% | $4,960-86.0% | $10,886-93.6% |