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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 | $69,588 | $110,212-36.9% | $96,534-27.9% | $139,466-50.1% |
| Participation rate | 83.3% | 78.1%+5.2pp | 76.0%+7.4pp | 80.3%+3.0pp |
| Annual return | 18.75% | 26.42%-7.7pp | 25.88%-7.1pp | 373.66%-354.9pp |
| Employer contribution / active EE | $2,390 | $3,620-34.0% | $2,965-19.4% | $4,754-49.7% |
| Participant deferral / active EE | $4,426 | $5,547-20.2% | $4,851-8.8% | $6,712-34.1% |
| Admin fee / account holder | $4,809 | $11,599-58.5% | $8,253-41.7% | $11,409-57.9% |