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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 | $75,644 | $110,212-31.4% | $96,534-21.6% | $139,466-45.8% |
| Participation rate | 91.7% | 78.1%+13.5pp | 76.0%+15.7pp | 80.3%+11.3pp |
| Annual return | 13.34% | 26.42%-13.1pp | 25.88%-12.5pp | 373.66%-360.3pp |
| Employer contribution / active EE | $2,558 | $3,620-29.3% | $2,965-13.7% | $4,754-46.2% |
| Participant deferral / active EE | $6,796 | $5,547+22.5% | $4,851+40.1% | $6,712+1.3% |
| Admin fee / account holder | $774 | $11,599-93.3% | $8,253-90.6% | $11,409-93.2% |