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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 | $58,750 | $100,073-41.3% | $85,126-31.0% | $145,877-59.7% |
| Participation rate | 85.7% | 74.1%+11.6pp | 67.5%+18.2pp | 80.3%+5.4pp |
| Annual return | 11.91% | 84.11%-72.2pp | 66.63%-54.7pp | 551.28%-539.4pp |
| Employer contribution / active EE | $3,407 | $3,236+5.3% | $2,731+24.8% | $4,663-26.9% |
| Participant deferral / active EE | $7,230 | $5,294+36.6% | $4,523+59.8% | $6,691+8.1% |
| Admin fee / account holder | $707 | $7,261-90.3% | $6,160-88.5% | $13,402-94.7% |