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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 | $63,298 | $112,729-43.8% | $98,716-35.9% | $137,256-53.9% |
| Participation rate | 94.1% | 74.2%+19.9pp | 69.3%+24.8pp | 80.0%+14.2pp |
| Annual return | 30.17% | 38.48%-8.3pp | 31.81%-1.6pp | 220.34%-190.2pp |
| Employer contribution / active EE | $11,396 | $2,725+318.2% | $2,279+400.1% | $4,156+174.2% |
| Participant deferral / active EE | $4,779 | $4,640+3.0% | $4,048+18.1% | $6,407-25.4% |
| Admin fee / account holder | $426 | $10,129-95.8% | $8,703-95.1% | $12,270-96.5% |