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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 | $71,425 | $141,004-49.3% | $112,273-36.4% | $139,466-48.8% |
| Participation rate | 83.3% | 79.2%+4.1pp | 72.4%+10.9pp | 80.3%+3.0pp |
| Annual return | 16.42% | 32.75%-16.3pp | 30.23%-13.8pp | 373.66%-357.2pp |
| Employer contribution / active EE | $4,207 | $4,285-1.8% | $3,431+22.6% | $4,754-11.5% |
| Participant deferral / active EE | $12,065 | $5,878+105.3% | $4,800+151.4% | $6,712+79.8% |
| Admin fee / account holder | $14,188 | $9,959+42.5% | $7,752+83.0% | $11,409+24.4% |