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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 | $110,410-46.8% | $102,437-42.7% | $145,897-59.8% |
| Participation rate | 91.7% | 77.9%+13.7pp | 74.5%+17.2pp | 80.3%+11.4pp |
| Annual return | 15.34% | 24.85%-9.5pp | 24.95%-9.6pp | 552.29%-536.9pp |
| Employer contribution / active EE | $10,983 | $4,217+160.4% | $3,871+183.7% | $4,663+135.5% |
| Participant deferral / active EE | $3,418 | $5,622-39.2% | $5,060-32.5% | $6,689-48.9% |
| Admin fee / account holder | $6,329 | $9,745-35.1% | $8,388-24.5% | $13,390-52.7% |