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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 | $70,748 | $117,859-40.0% | $102,438-30.9% | $145,959-51.5% |
| Participation rate | 90.9% | 78.6%+12.3pp | 76.5%+14.4pp | 80.3%+10.6pp |
| Annual return | 11.75% | 31.72%-20.0pp | 29.37%-17.6pp | 561.95%-550.2pp |
| Employer contribution / active EE | $2,023 | $3,615-44.0% | $3,024-33.1% | $4,661-56.6% |
| Participant deferral / active EE | $3,731 | $5,732-34.9% | $5,054-26.2% | $6,689-44.2% |
| Admin fee / account holder | $302 | $13,318-97.7% | $9,448-96.8% | $13,398-97.7% |