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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 | $58,719 | $110,337-46.8% | $102,383-42.6% | $145,877-59.7% |
| Participation rate | 91.7% | 77.9%+13.7pp | 74.5%+17.2pp | 80.3%+11.4pp |
| Annual return | 15.34% | 24.83%-9.5pp | 24.94%-9.6pp | 551.28%-535.9pp |
| Employer contribution / active EE | $10,983 | $4,216+160.5% | $3,870+183.8% | $4,663+135.5% |
| Participant deferral / active EE | $3,418 | $5,621-39.2% | $5,060-32.5% | $6,691-48.9% |
| Admin fee / account holder | $6,329 | $9,750-35.1% | $8,391-24.6% | $13,402-52.8% |