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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 | $44,878 | $110,379-59.3% | $102,412-56.2% | $145,884-69.2% |
| Participation rate | 91.7% | 77.9%+13.7pp | 74.5%+17.2pp | 80.3%+11.4pp |
| Annual return | 12.23% | 24.84%-12.6pp | 24.94%-12.7pp | 551.85%-539.6pp |
| Employer contribution / active EE | $3,266 | $4,216-22.5% | $3,870-15.6% | $4,662-29.9% |
| Participant deferral / active EE | $6,113 | $5,622+8.7% | $5,060+20.8% | $6,690-8.6% |
| Admin fee / account holder | $1,529 | $9,745-84.3% | $8,388-81.8% | $13,392-88.6% |