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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 | $64,520 | $132,099-51.2% | $115,599-44.2% | $138,895-53.5% |
| Participation rate | 94.1% | 77.9%+16.3pp | 74.3%+19.8pp | 79.9%+14.2pp |
| Annual return | 9.94% | 176.76%-166.8pp | 111.10%-101.2pp | 145.39%-135.5pp |
| Employer contribution / active EE | $1,787 | $3,416-47.7% | $2,955-39.5% | $4,194-57.4% |
| Participant deferral / active EE | $2,568 | $5,617-54.3% | $4,889-47.5% | $6,396-59.9% |
| Admin fee / account holder | $574 | $15,650-96.3% | $12,841-95.5% | $12,562-95.4% |