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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 | $45,516 | $101,618-55.2% | $93,063-51.1% | $137,256-66.8% |
| Participation rate | 85.7% | 74.9%+10.8pp | 72.1%+13.6pp | 80.0%+5.8pp |
| Annual return | 19.39% | 223.95%-204.6pp | 34.15%-14.8pp | 220.34%-201.0pp |
| Employer contribution / active EE | $1,621 | $2,707-40.1% | $2,476-34.5% | $4,156-61.0% |
| Participant deferral / active EE | $7,432 | $4,279+73.7% | $3,958+87.8% | $6,407+16.0% |
| Admin fee / account holder | $573 | $6,198-90.8% | $6,033-90.5% | $12,270-95.3% |