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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 | $117,846-40.0% | $102,434-30.9% | $145,884-51.5% |
| Participation rate | 90.9% | 78.6%+12.3pp | 76.5%+14.4pp | 80.3%+10.6pp |
| Annual return | 11.75% | 31.90%-20.1pp | 29.46%-17.7pp | 551.85%-540.1pp |
| Employer contribution / active EE | $2,023 | $3,615-44.0% | $3,023-33.1% | $4,662-56.6% |
| Participant deferral / active EE | $3,731 | $5,733-34.9% | $5,055-26.2% | $6,690-44.2% |
| Admin fee / account holder | $302 | $13,356-97.7% | $9,462-96.8% | $13,392-97.7% |