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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 | $77,149 | $176,794-56.4% | $146,647-47.4% | $167,553-54.0% |
| Participation rate | 90.9% | 83.6%+7.3pp | 80.1%+10.8pp | 82.1%+8.8pp |
| Annual return | 9.48% | 24.04%-14.6pp | 22.75%-13.3pp | 478.89%-469.4pp |
| Employer contribution / active EE | $8,991 | $5,161+74.2% | $4,137+117.3% | $4,840+85.8% |
| Participant deferral / active EE | $6,932 | $6,440+7.6% | $5,506+25.9% | $6,343+9.3% |
| Admin fee / account holder | $10,003 | $13,262-24.6% | $10,281-2.7% | $12,316-18.8% |