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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 | $66,324 | $124,314-46.6% | $109,163-39.2% | $167,518-60.4% |
| Participation rate | 81.8% | 79.4%+2.4pp | 75.9%+5.9pp | 82.1%-0.3pp |
| Annual return | 14.88% | 26.04%-11.2pp | 25.75%-10.9pp | 478.71%-463.8pp |
| Employer contribution / active EE | $8,878 | $4,209+110.9% | $3,723+138.5% | $4,838+83.5% |
| Participant deferral / active EE | $4,221 | $5,256-19.7% | $4,654-9.3% | $6,342-33.4% |
| Admin fee / account holder | $348 | $7,973-95.6% | $6,754-94.8% | $12,312-97.2% |