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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 | $73,094 | $176,786-58.7% | $146,643-50.2% | $167,536-56.4% |
| Participation rate | 85.7% | 83.6%+2.1pp | 80.1%+5.6pp | 82.1%+3.6pp |
| Annual return | 16.20% | 24.04%-7.8pp | 22.75%-6.5pp | 478.82%-462.6pp |
| Employer contribution / active EE | $2,131 | $5,161-58.7% | $4,137-48.5% | $4,839-56.0% |
| Participant deferral / active EE | $10,771 | $6,440+67.3% | $5,506+95.6% | $6,342+69.8% |
| Admin fee / account holder | $1,754 | $13,262-86.8% | $10,280-82.9% | $12,315-85.8% |