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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 | $51,200 | $110,410-53.6% | $102,437-50.0% | $145,897-64.9% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.5%+16.4pp | 80.3%+10.6pp |
| Annual return | 13.60% | 24.85%-11.3pp | 24.95%-11.3pp | 552.29%-538.7pp |
| Employer contribution / active EE | $4,582 | $4,217+8.7% | $3,871+18.4% | $4,663-1.7% |
| Participant deferral / active EE | $2,128 | $5,622-62.2% | $5,060-58.0% | $6,689-68.2% |
| Admin fee / account holder | $574 | $9,745-94.1% | $8,388-93.2% | $13,390-95.7% |