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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 | $111,814-47.5% | $103,374-43.2% | $145,959-59.8% |
| Participation rate | 91.7% | 77.9%+13.7pp | 74.5%+17.2pp | 80.3%+11.4pp |
| Annual return | 15.34% | 24.77%-9.4pp | 24.89%-9.5pp | 561.95%-546.6pp |
| Employer contribution / active EE | $10,983 | $4,214+160.6% | $3,869+183.8% | $4,661+135.6% |
| Participant deferral / active EE | $3,418 | $5,618-39.2% | $5,058-32.4% | $6,689-48.9% |
| Admin fee / account holder | $6,329 | $9,754-35.1% | $8,394-24.6% | $13,398-52.8% |