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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 | $71,306 | $110,410-35.4% | $102,437-30.4% | $145,897-51.1% |
| Participation rate | 93.3% | 77.9%+15.4pp | 74.5%+18.8pp | 80.3%+13.0pp |
| Annual return | 13.72% | 24.85%-11.1pp | 24.95%-11.2pp | 552.29%-538.6pp |
| Employer contribution / active EE | $10,000 | $4,217+137.1% | $3,871+158.4% | $4,663+114.5% |
| Participant deferral / active EE | $4,970 | $5,622-11.6% | $5,060-1.8% | $6,689-25.7% |
| Admin fee / account holder | $942 | $9,745-90.3% | $8,388-88.8% | $13,390-93.0% |