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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 | $71,923 | $99,652-27.8% | $78,778-8.7% | $147,586-51.3% |
| Participation rate | 88.9% | 76.2%+12.7pp | 69.2%+19.7pp | 82.8%+6.1pp |
| Annual return | 13.79% | 47.28%-33.5pp | 35.62%-21.8pp | 578.59%-564.8pp |
| Employer contribution / active EE | $3,245 | $2,796+16.1% | $1,986+63.4% | $4,876-33.5% |
| Participant deferral / active EE | $6,875 | $3,664+87.7% | $2,958+132.4% | $5,439+26.4% |
| Admin fee / account holder | $802 | $7,155-88.8% | $5,134-84.4% | $10,886-92.6% |