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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 | $92,369 | $110,286-16.2% | $96,569-4.3% | $139,427-33.8% |
| Participation rate | 80.0% | 78.1%+1.9pp | 76.0%+4.0pp | 80.3%-0.3pp |
| Annual return | 32.62% | 26.39%+6.2pp | 25.87%+6.7pp | 373.27%-340.6pp |
| Employer contribution / active EE | $3,772 | $3,619+4.2% | $2,965+27.2% | $4,752-20.6% |
| Participant deferral / active EE | $12,394 | $5,546+123.5% | $4,851+155.5% | $6,711+84.7% |
| Admin fee / account holder | $66,664 | $11,592+475.1% | $8,251+707.9% | $11,404+484.6% |