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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 | $79,451 | $110,303-28.0% | $95,759-17.0% | $139,487-43.0% |
| Participation rate | 85.7% | 75.7%+10.0pp | 72.3%+13.5pp | 80.3%+5.4pp |
| Annual return | 21.71% | 27.19%-5.5pp | 28.42%-6.7pp | 373.84%-352.1pp |
| Employer contribution / active EE | $2,570 | $3,261-21.2% | $2,836-9.4% | $4,755-46.0% |
| Participant deferral / active EE | $10,489 | $4,674+124.4% | $4,244+147.2% | $6,713+56.3% |
| Admin fee / account holder | $608 | $6,615-90.8% | $5,678-89.3% | $11,407-94.7% |