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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 | $74,833 | $227,399-67.1% | $189,758-60.6% | $198,609-62.3% |
| Participation rate | 85.7% | 84.0%+1.7pp | 79.8%+5.9pp | 82.4%+3.3pp |
| Annual return | 12.36% | 61.03%-48.7pp | 52.62%-40.3pp | 202.70%-190.3pp |
| Employer contribution / active EE | $2,737 | $5,526-50.5% | $4,767-42.6% | $5,055-45.9% |
| Participant deferral / active EE | $6,307 | $6,837-7.7% | $5,856+7.7% | $6,977-9.6% |
| Admin fee / account holder | $414 | $25,162-98.4% | $20,388-98.0% | $19,030-97.8% |