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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 | $82,602 | $85,060-2.9% | $70,565+17.1% | $139,487-40.8% |
| Participation rate | 92.3% | 73.9%+18.4pp | 68.4%+24.0pp | 80.3%+12.0pp |
| Annual return | 14.34% | 30.39%-16.1pp | 32.79%-18.5pp | 373.84%-359.5pp |
| Employer contribution / active EE | $3,077 | $3,912-21.3% | $2,976+3.4% | $4,755-35.3% |
| Participant deferral / active EE | $0 | $5,891-100.0% | $4,568-100.0% | $6,713-100.0% |
| Admin fee / account holder | $579 | $8,932-93.5% | $6,430-91.0% | $11,407-94.9% |