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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 | $69,115 | $117,895-41.4% | $102,460-32.5% | $145,897-52.6% |
| Participation rate | 72.2% | 78.6%-6.4pp | 76.5%-4.3pp | 80.3%-8.1pp |
| Annual return | 13.61% | 31.92%-18.3pp | 29.47%-15.9pp | 552.29%-538.7pp |
| Employer contribution / active EE | $2,821 | $3,619-22.0% | $3,025-6.7% | $4,663-39.5% |
| Participant deferral / active EE | $9,191 | $5,736+60.2% | $5,056+81.8% | $6,689+37.4% |
| Admin fee / account holder | $3,098 | $13,353-76.8% | $9,460-67.2% | $13,390-76.9% |