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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 | $82,856 | $104,937-21.0% | $84,628-2.1% | $152,897-45.8% |
| Participation rate | 88.9% | 74.8%+14.1pp | 68.2%+20.7pp | 82.5%+6.4pp |
| Annual return | 16.22% | 373.88%-357.7pp | 258.80%-242.6pp | 345.43%-329.2pp |
| Employer contribution / active EE | $3,620 | $3,303+9.6% | $2,653+36.4% | $4,764-24.0% |
| Participant deferral / active EE | $6,251 | $4,690+33.3% | $3,900+60.3% | $5,851+6.8% |
| Admin fee / account holder | $735 | $6,243-88.2% | $4,914-85.0% | $11,599-93.7% |