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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 | $79,025 | $148,629-46.8% | $135,982-41.9% | $139,487-43.3% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 25.98% | 79.33%-53.3pp | 68.32%-42.3pp | 373.84%-347.9pp |
| Employer contribution / active EE | $2,526 | $5,247-51.9% | $4,859-48.0% | $4,755-46.9% |
| Participant deferral / active EE | $12,538 | $8,102+54.7% | $7,760+61.6% | $6,713+86.8% |
| Admin fee / account holder | $1,310 | $12,406-89.4% | $10,767-87.8% | $11,407-88.5% |