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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 | $63,534 | $106,247-40.2% | $96,515-34.2% | $139,466-54.4% |
| Participation rate | 88.9% | 77.8%+11.0pp | 74.3%+14.5pp | 80.3%+8.6pp |
| Annual return | 18.07% | 38.47%-20.4pp | 35.73%-17.7pp | 373.66%-355.6pp |
| Employer contribution / active EE | $2,563 | $4,106-37.6% | $3,740-31.5% | $4,754-46.1% |
| Participant deferral / active EE | $8,117 | $5,456+48.8% | $4,880+66.4% | $6,712+20.9% |
| Admin fee / account holder | $524 | $7,885-93.4% | $6,735-92.2% | $11,409-95.4% |