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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 | $54,795 | $103,392-47.0% | $87,104-37.1% | $152,897-64.2% |
| Participation rate | 95.5% | 79.4%+16.1pp | 76.9%+18.6pp | 82.5%+13.0pp |
| Annual return | 20.78% | 28.10%-7.3pp | 28.19%-7.4pp | 345.43%-324.7pp |
| Employer contribution / active EE | $2,974 | $3,221-7.7% | $2,521+18.0% | $4,764-37.6% |
| Participant deferral / active EE | $6,456 | $4,778+35.1% | $4,048+59.5% | $5,851+10.3% |
| Admin fee / account holder | $4,193 | $12,194-65.6% | $7,491-44.0% | $11,599-63.8% |