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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 | $63,442 | $124,330-49.0% | $109,173-41.9% | $167,536-62.1% |
| Participation rate | 95.7% | 79.5%+16.2pp | 75.9%+19.8pp | 82.1%+13.5pp |
| Annual return | 19.99% | 26.04%-6.1pp | 25.75%-5.8pp | 478.82%-458.8pp |
| Employer contribution / active EE | $3,342 | $4,209-20.6% | $3,723-10.2% | $4,839-30.9% |
| Participant deferral / active EE | $3,054 | $5,256-41.9% | $4,654-34.4% | $6,342-51.8% |
| Admin fee / account holder | $755 | $7,974-90.5% | $6,755-88.8% | $12,315-93.9% |