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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 | $55,033 | $78,670-30.0% | $109,173-49.6% | $85,847-35.9% |
| Participation rate | 87.1% | 68.3%+18.8pp | 75.9%+11.2pp | 69.3%+17.8pp |
| Annual return | 16.13% | 25.09%-9.0pp | 25.75%-9.6pp | 318.61%-302.5pp |
| Employer contribution / active EE | $2,371 | $2,734-13.3% | $3,723-36.3% | $2,565-7.6% |
| Participant deferral / active EE | $7,216 | $3,467+108.1% | $4,654+55.1% | $3,952+82.6% |
| Admin fee / account holder | $520 | $5,469-90.5% | $6,755-92.3% | $6,261-91.7% |