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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 | $65,044 | $183,592-64.6% | $155,574-58.2% | $145,877-55.4% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 11.78% | 61.37%-49.6pp | 64.87%-53.1pp | 551.28%-539.5pp |
| Employer contribution / active EE | $3,534 | $5,317-33.5% | $4,676-24.4% | $4,663-24.2% |
| Participant deferral / active EE | $5,453 | $6,466-15.7% | $5,629-3.1% | $6,691-18.5% |
| Admin fee / account holder | $3,081 | $19,316-84.1% | $15,914-80.6% | $13,402-77.0% |