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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 | $73,238 | $110,307-33.6% | $96,576-24.2% | $139,456-47.5% |
| Participation rate | 90.9% | 78.1%+12.8pp | 76.0%+14.9pp | 80.3%+10.6pp |
| Annual return | 16.41% | 26.40%-10.0pp | 25.87%-9.5pp | 373.45%-357.0pp |
| Employer contribution / active EE | $2,369 | $3,619-34.6% | $2,965-20.1% | $4,753-50.2% |
| Participant deferral / active EE | $3,826 | $5,547-31.0% | $4,851-21.1% | $6,711-43.0% |
| Admin fee / account holder | $884 | $11,597-92.4% | $8,253-89.3% | $11,407-92.3% |