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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 | $95,939 | $124,330-22.8% | $109,173-12.1% | $167,536-42.7% |
| Participation rate | 90.9% | 79.5%+11.5pp | 75.9%+15.0pp | 82.1%+8.8pp |
| Annual return | 15.81% | 26.04%-10.2pp | 25.75%-9.9pp | 478.82%-463.0pp |
| Employer contribution / active EE | $2,175 | $4,209-48.3% | $3,723-41.6% | $4,839-55.1% |
| Participant deferral / active EE | $3,746 | $5,256-28.7% | $4,654-19.5% | $6,342-40.9% |
| Admin fee / account holder | $875 | $7,974-89.0% | $6,755-87.0% | $12,315-92.9% |