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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 | $50,351 | $166,131-69.7% | $164,975-69.5% | $145,877-65.5% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 21.02% | 100.37%-79.3pp | 70.12%-49.1pp | 551.28%-530.3pp |
| Employer contribution / active EE | $2,373 | $5,276-55.0% | $4,343-45.4% | $4,663-49.1% |
| Participant deferral / active EE | $6,590 | $6,962-5.3% | $6,033+9.2% | $6,691-1.5% |
| Admin fee / account holder | $345 | $16,648-97.9% | $12,688-97.3% | $13,402-97.4% |