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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 | $67,672 | $102,938-34.3% | $94,105-28.1% | $138,895-51.3% |
| Participation rate | 75.0% | 74.6%+0.4pp | 71.9%+3.1pp | 79.9%-4.9pp |
| Annual return | 13.15% | 250.28%-237.1pp | 204.55%-191.4pp | 145.39%-132.2pp |
| Employer contribution / active EE | $2,598 | $2,732-4.9% | $2,504+3.7% | $4,194-38.1% |
| Participant deferral / active EE | $6,146 | $4,196+46.4% | $3,881+58.4% | $6,396-3.9% |
| Admin fee / account holder | $781 | $6,600-88.2% | $6,199-87.4% | $12,562-93.8% |