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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 | $55,970 | $227,633-75.4% | $189,597-70.5% | $167,553-66.6% |
| Participation rate | 91.3% | 82.5%+8.8pp | 78.4%+12.9pp | 82.1%+9.2pp |
| Annual return | 18.59% | 78.45%-59.9pp | 64.20%-45.6pp | 478.89%-460.3pp |
| Employer contribution / active EE | $1,870 | $5,317-64.8% | $4,412-57.6% | $4,840-61.4% |
| Participant deferral / active EE | $7,480 | $7,003+6.8% | $6,174+21.2% | $6,343+17.9% |
| Admin fee / account holder | $904 | $11,879-92.4% | $9,807-90.8% | $12,316-92.7% |