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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 | $73,608 | $124,346-40.8% | $111,308-33.9% | $167,536-56.1% |
| Participation rate | 83.3% | 79.6%+3.7pp | 77.3%+6.0pp | 82.1%+1.2pp |
| Annual return | 20.31% | 37.45%-17.1pp | 54.67%-34.4pp | 478.82%-458.5pp |
| Employer contribution / active EE | $2,662 | $3,437-22.6% | $2,732-2.6% | $4,839-45.0% |
| Participant deferral / active EE | $6,445 | $5,182+24.4% | $4,487+43.6% | $6,342+1.6% |
| Admin fee / account holder | $514 | $10,621-95.2% | $7,965-93.6% | $12,315-95.8% |