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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 | $70,283 | $53,837+30.5% | $75,714-7.2% | $85,847-18.1% |
| Participation rate | 87.9% | 69.1%+18.9pp | 74.8%+13.1pp | 69.3%+18.6pp |
| Annual return | 17.45% | 24.54%-7.1pp | 104.62%-87.2pp | 318.61%-301.2pp |
| Employer contribution / active EE | $752 | $2,017-62.7% | $2,744-72.6% | $2,565-70.7% |
| Participant deferral / active EE | $5,812 | $2,895+100.7% | $3,820+52.1% | $3,952+47.1% |
| Admin fee / account holder | $2,273 | $3,339-31.9% | $3,619-37.2% | $6,261-63.7% |