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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 | $60,163 | $101,063-40.5% | $81,473-26.2% | $147,586-59.2% |
| Participation rate | 95.7% | 74.5%+21.2pp | 68.0%+27.7pp | 82.8%+12.8pp |
| Annual return | 17.57% | 32.41%-14.8pp | 38.78%-21.2pp | 578.59%-561.0pp |
| Employer contribution / active EE | $1,957 | $3,206-39.0% | $2,568-23.8% | $4,876-59.9% |
| Participant deferral / active EE | $5,040 | $4,242+18.8% | $3,537+42.5% | $5,439-7.3% |
| Admin fee / account holder | $4,671 | $5,812-19.6% | $4,561+2.4% | $10,886-57.1% |