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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 | $57,685 | $76,383-24.5% | $121,663-52.6% | $64,340-10.3% |
| Participation rate | 99.0% | 60.4%+38.6pp | 74.5%+24.5pp | 55.2%+43.8pp |
| Annual return | 18.59% | 16.98%+1.6pp | 147.54%-129.0pp | 24.14%-5.6pp |
| Employer contribution / active EE | $860 | $1,943-55.7% | $3,020-71.5% | $1,862-53.8% |
| Participant deferral / active EE | $6,422 | $3,149+103.9% | $4,887+31.4% | $2,980+115.5% |
| Admin fee / account holder | $13,496 | $4,142+225.9% | $14,289-5.6% | $3,703+264.5% |