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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 | $69,416 | $110,379-37.1% | $102,412-32.2% | $145,884-52.4% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.5%+16.4pp | 80.3%+10.6pp |
| Annual return | 34.33% | 24.84%+9.5pp | 24.94%+9.4pp | 551.85%-517.5pp |
| Employer contribution / active EE | $3,437 | $4,216-18.5% | $3,870-11.2% | $4,662-26.3% |
| Participant deferral / active EE | $7,190 | $5,622+27.9% | $5,060+42.1% | $6,690+7.5% |
| Admin fee / account holder | $711 | $9,745-92.7% | $8,388-91.5% | $13,392-94.7% |