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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 | $57,091 | $95,415-40.2% | $185,851-69.3% | $85,851-33.5% |
| Participation rate | 97.1% | 68.8%+28.3pp | 81.7%+15.4pp | 69.3%+27.7pp |
| Annual return | 15.80% | 23.59%-7.8pp | 122.11%-106.3pp | 318.63%-302.8pp |
| Employer contribution / active EE | $3,441 | $3,314+3.8% | $5,168-33.4% | $2,565+34.1% |
| Participant deferral / active EE | $4,285 | $3,424+25.1% | $5,569-23.1% | $3,952+8.4% |
| Admin fee / account holder | $389 | $7,215-94.6% | $16,245-97.6% | $6,261-93.8% |