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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 | $73,887 | $115,814-36.2% | $101,275-27.0% | $158,982-53.5% |
| Participation rate | 90.9% | 79.4%+11.5pp | 75.8%+15.1pp | 82.0%+8.9pp |
| Annual return | 30.55% | 56.16%-25.6pp | 46.48%-15.9pp | 302.99%-272.4pp |
| Employer contribution / active EE | $1,827 | $4,176-56.3% | $3,660-50.1% | $4,763-61.6% |
| Participant deferral / active EE | $8,530 | $4,958+72.0% | $4,371+95.2% | $5,983+42.6% |
| Admin fee / account holder | $747 | $7,249-89.7% | $5,948-87.4% | $11,252-93.4% |