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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 | $66,478 | $228,352-70.9% | $185,827-64.2% | $158,950-58.2% |
| Participation rate | 80.0% | 82.3%-2.3pp | 78.0%+2.0pp | 82.0%-2.0pp |
| Annual return | 24.48% | 40.81%-16.3pp | 35.96%-11.5pp | 302.91%-278.4pp |
| Employer contribution / active EE | $7,354 | $4,967+48.1% | $4,087+79.9% | $4,762+54.4% |
| Participant deferral / active EE | $15,197 | $6,416+136.9% | $5,633+169.8% | $5,983+154.0% |
| Admin fee / account holder | $829 | $11,867-93.0% | $9,502-91.3% | $11,248-92.6% |