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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 | $75,806 | $117,846-35.7% | $102,434-26.0% | $145,884-48.0% |
| Participation rate | 88.9% | 78.6%+10.3pp | 76.5%+12.4pp | 80.3%+8.6pp |
| Annual return | 14.01% | 31.90%-17.9pp | 29.46%-15.4pp | 551.85%-537.8pp |
| Employer contribution / active EE | $2,045 | $3,615-43.4% | $3,023-32.4% | $4,662-56.1% |
| Participant deferral / active EE | $4,567 | $5,733-20.3% | $5,055-9.7% | $6,690-31.7% |
| Admin fee / account holder | $1,218 | $13,356-90.9% | $9,462-87.1% | $13,392-90.9% |