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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 | $79,359 | $166,131-52.2% | $164,975-51.9% | $145,877-45.6% |
| Participation rate | 86.4% | 82.0%+4.4pp | 78.6%+7.7pp | 80.3%+6.1pp |
| Annual return | 12.05% | 100.37%-88.3pp | 70.12%-58.1pp | 551.28%-539.2pp |
| Employer contribution / active EE | $6,596 | $5,276+25.0% | $4,343+51.9% | $4,663+41.5% |
| Participant deferral / active EE | $10,228 | $6,962+46.9% | $6,033+69.5% | $6,691+52.9% |
| Admin fee / account holder | $3,969 | $16,648-76.2% | $12,688-68.7% | $13,402-70.4% |