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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 | $65,225 | $112,729-42.1% | $98,716-33.9% | $137,256-52.5% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.3%+18.2pp | 80.0%+7.5pp |
| Annual return | 14.42% | 38.48%-24.1pp | 31.81%-17.4pp | 220.34%-205.9pp |
| Employer contribution / active EE | $9,249 | $2,725+239.4% | $2,279+305.9% | $4,156+122.5% |
| Participant deferral / active EE | $8,333 | $4,640+79.6% | $4,048+105.9% | $6,407+30.1% |
| Admin fee / account holder | $1,848 | $10,129-81.8% | $8,703-78.8% | $12,270-84.9% |