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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 | $63,647 | $78,670-19.1% | $109,173-41.7% | $85,847-25.9% |
| Participation rate | 91.9% | 68.3%+23.6pp | 75.9%+16.0pp | 69.3%+22.6pp |
| Annual return | 18.41% | 25.09%-6.7pp | 25.75%-7.3pp | 318.61%-300.2pp |
| Employer contribution / active EE | $2,729 | $2,734-0.2% | $3,723-26.7% | $2,565+6.4% |
| Participant deferral / active EE | $5,052 | $3,467+45.7% | $4,654+8.6% | $3,952+27.8% |
| Admin fee / account holder | $450 | $5,469-91.8% | $6,755-93.3% | $6,261-92.8% |