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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 | $57,918 | $162,785-64.4% | $133,959-56.8% | $158,950-63.6% |
| Participation rate | 90.9% | 83.2%+7.7pp | 79.8%+11.1pp | 82.0%+8.9pp |
| Annual return | 26.30% | 41.94%-15.6pp | 45.09%-18.8pp | 302.91%-276.6pp |
| Employer contribution / active EE | $2,830 | $4,975-43.1% | $3,919-27.8% | $4,762-40.6% |
| Participant deferral / active EE | $8,355 | $5,910+41.4% | $5,047+65.5% | $5,983+39.7% |
| Admin fee / account holder | $1,630 | $11,738-86.1% | $8,928-81.7% | $11,248-85.5% |