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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 | $60,201 | $117,846-48.9% | $102,434-41.2% | $145,884-58.7% |
| Participation rate | 90.0% | 78.6%+11.4pp | 76.5%+13.5pp | 80.3%+9.7pp |
| Annual return | 14.10% | 31.90%-17.8pp | 29.46%-15.4pp | 551.85%-537.7pp |
| Employer contribution / active EE | $3,636 | $3,615+0.6% | $3,023+20.3% | $4,662-22.0% |
| Participant deferral / active EE | $5,164 | $5,733-9.9% | $5,055+2.2% | $6,690-22.8% |
| Admin fee / account holder | $515 | $13,356-96.1% | $9,462-94.6% | $13,392-96.2% |