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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 | $61,326 | $110,410-44.5% | $102,437-40.1% | $145,897-58.0% |
| Participation rate | 85.0% | 77.9%+7.1pp | 74.5%+10.5pp | 80.3%+4.7pp |
| Annual return | 13.76% | 24.85%-11.1pp | 24.95%-11.2pp | 552.29%-538.5pp |
| Employer contribution / active EE | $1,492 | $4,217-64.6% | $3,871-61.5% | $4,663-68.0% |
| Participant deferral / active EE | $5,157 | $5,622-8.3% | $5,060+1.9% | $6,689-22.9% |
| Admin fee / account holder | $576 | $9,745-94.1% | $8,388-93.1% | $13,390-95.7% |