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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 | $60,952 | $98,240-38.0% | $82,312-26.0% | $147,586-58.7% |
| Participation rate | 84.6% | 79.7%+4.9pp | 76.9%+7.7pp | 82.8%+1.8pp |
| Annual return | 16.96% | 30.85%-13.9pp | 25.88%-8.9pp | 578.59%-561.6pp |
| Employer contribution / active EE | $2,245 | $3,192-29.7% | $2,428-7.6% | $4,876-54.0% |
| Participant deferral / active EE | $5,005 | $4,383+14.2% | $3,706+35.0% | $5,439-8.0% |
| Admin fee / account holder | $440 | $8,563-94.9% | $5,608-92.2% | $10,886-96.0% |