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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 | $68,995 | $106,247-35.1% | $96,515-28.5% | $139,466-50.5% |
| Participation rate | 88.9% | 77.8%+11.0pp | 74.3%+14.5pp | 80.3%+8.6pp |
| Annual return | 19.59% | 38.47%-18.9pp | 35.73%-16.1pp | 373.66%-354.1pp |
| Employer contribution / active EE | $2,859 | $4,106-30.4% | $3,740-23.6% | $4,754-39.9% |
| Participant deferral / active EE | $8,026 | $5,456+47.1% | $4,880+64.5% | $6,712+19.6% |
| Admin fee / account holder | $964 | $7,885-87.8% | $6,735-85.7% | $11,409-91.6% |