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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 | $74,435 | $110,410-32.6% | $102,437-27.3% | $145,897-49.0% |
| Participation rate | 89.5% | 77.9%+11.5pp | 74.5%+15.0pp | 80.3%+9.2pp |
| Annual return | 20.28% | 24.85%-4.6pp | 24.95%-4.7pp | 552.29%-532.0pp |
| Employer contribution / active EE | $3,417 | $4,217-19.0% | $3,871-11.7% | $4,663-26.7% |
| Participant deferral / active EE | $5,931 | $5,622+5.5% | $5,060+17.2% | $6,689-11.3% |
| Admin fee / account holder | $522 | $9,745-94.6% | $8,388-93.8% | $13,390-96.1% |