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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 | $56,675 | $116,203-51.2% | $93,621-39.5% | $152,909-62.9% |
| Participation rate | 91.7% | 78.1%+13.6pp | 75.8%+15.8pp | 82.5%+9.2pp |
| Annual return | 18.66% | 35.96%-17.3pp | 32.76%-14.1pp | 345.46%-326.8pp |
| Employer contribution / active EE | $2,643 | $3,219-17.9% | $2,719-2.8% | $4,764-44.5% |
| Participant deferral / active EE | $4,212 | $4,605-8.5% | $4,070+3.5% | $5,851-28.0% |
| Admin fee / account holder | $1,101 | $10,751-89.8% | $7,890-86.0% | $11,601-90.5% |