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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 | $71,222 | $98,240-27.5% | $82,313-13.5% | $147,585-51.7% |
| Participation rate | 92.9% | 79.7%+13.1pp | 76.9%+16.0pp | 82.8%+10.0pp |
| Annual return | 13.89% | 30.85%-17.0pp | 25.88%-12.0pp | 578.58%-564.7pp |
| Employer contribution / active EE | $700 | $3,192-78.1% | $2,428-71.2% | $4,876-85.7% |
| Participant deferral / active EE | $3,858 | $4,383-12.0% | $3,706+4.1% | $5,439-29.1% |
| Admin fee / account holder | $11,847 | $8,563+38.3% | $5,608+111.3% | $10,886+8.8% |