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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 | $63,289 | $103,038-38.6% | $90,324-29.9% | $152,909-58.6% |
| Participation rate | 91.7% | 75.9%+15.8pp | 73.3%+18.4pp | 82.5%+9.2pp |
| Annual return | 23.18% | 95.25%-72.1pp | 78.15%-55.0pp | 345.46%-322.3pp |
| Employer contribution / active EE | $2,616 | $3,141-16.7% | $2,856-8.4% | $4,764-45.1% |
| Participant deferral / active EE | $4,702 | $4,282+9.8% | $3,885+21.0% | $5,851-19.6% |
| Admin fee / account holder | $829 | $6,177-86.6% | $5,356-84.5% | $11,601-92.9% |