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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 | $81,559 | $110,379-26.1% | $102,412-20.4% | $145,884-44.1% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.5%+16.4pp | 80.3%+10.6pp |
| Annual return | 15.49% | 24.84%-9.3pp | 24.94%-9.4pp | 551.85%-536.4pp |
| Employer contribution / active EE | $2,907 | $4,216-31.1% | $3,870-24.9% | $4,662-37.7% |
| Participant deferral / active EE | $7,422 | $5,622+32.0% | $5,060+46.7% | $6,690+11.0% |
| Admin fee / account holder | $1,914 | $9,745-80.4% | $8,388-77.2% | $13,392-85.7% |