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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 | $68,997 | $124,346-44.5% | $111,306-38.0% | $167,553-58.8% |
| Participation rate | 87.5% | 79.6%+7.9pp | 77.3%+10.2pp | 82.1%+5.4pp |
| Annual return | 9.12% | 37.46%-28.3pp | 54.67%-45.5pp | 478.89%-469.8pp |
| Employer contribution / active EE | $2,192 | $3,438-36.2% | $2,732-19.8% | $4,840-54.7% |
| Participant deferral / active EE | $5,973 | $5,182+15.3% | $4,488+33.1% | $6,343-5.8% |
| Admin fee / account holder | $976 | $10,623-90.8% | $7,966-87.7% | $12,316-92.1% |