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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 | $73,666 | $157,296-53.2% | $141,191-47.8% | $152,897-51.8% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 18.38% | 64.34%-46.0pp | 71.41%-53.0pp | 345.43%-327.0pp |
| Employer contribution / active EE | $4,824 | $5,262-8.3% | $4,736+1.9% | $4,764+1.3% |
| Participant deferral / active EE | $7,554 | $7,111+6.2% | $6,710+12.6% | $5,851+29.1% |
| Admin fee / account holder | $15,325 | $12,125+26.4% | $10,264+49.3% | $11,599+32.1% |