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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 | $76,620 | $106,280-27.9% | $96,538-20.6% | $139,487-45.1% |
| Participation rate | 90.0% | 77.8%+12.2pp | 74.3%+15.7pp | 80.3%+9.7pp |
| Annual return | 16.83% | 38.48%-21.7pp | 35.74%-18.9pp | 373.84%-357.0pp |
| Employer contribution / active EE | $1,221 | $4,107-70.3% | $3,740-67.4% | $4,755-74.3% |
| Participant deferral / active EE | $6,985 | $5,457+28.0% | $4,880+43.1% | $6,713+4.1% |
| Admin fee / account holder | $606 | $7,888-92.3% | $6,737-91.0% | $11,407-94.7% |