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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 | $86,127 | $110,248-21.9% | $95,728-10.0% | $139,456-38.2% |
| Participation rate | 87.5% | 75.7%+11.8pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 15.03% | 27.16%-12.1pp | 28.40%-13.4pp | 373.45%-358.4pp |
| Employer contribution / active EE | $3,033 | $3,258-6.9% | $2,835+7.0% | $4,753-36.2% |
| Participant deferral / active EE | $7,965 | $4,675+70.4% | $4,245+87.6% | $6,711+18.7% |
| Admin fee / account holder | $586 | $6,607-91.1% | $5,673-89.7% | $11,407-94.9% |