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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 | $58,201 | $110,379-47.3% | $102,412-43.2% | $145,884-60.1% |
| Participation rate | 95.8% | 77.9%+17.9pp | 74.5%+21.3pp | 80.3%+15.5pp |
| Annual return | 15.00% | 24.84%-9.8pp | 24.94%-9.9pp | 551.85%-536.9pp |
| Employer contribution / active EE | $6,329 | $4,216+50.1% | $3,870+63.6% | $4,662+35.8% |
| Participant deferral / active EE | $6,496 | $5,622+15.6% | $5,060+28.4% | $6,690-2.9% |
| Admin fee / account holder | $856 | $9,745-91.2% | $8,388-89.8% | $13,392-93.6% |