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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 | $65,618 | $183,627-64.3% | $155,602-57.8% | $145,978-55.0% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 15.52% | 61.32%-45.8pp | 64.81%-49.3pp | 550.52%-535.0pp |
| Employer contribution / active EE | $5,535 | $5,316+4.1% | $4,675+18.4% | $4,662+18.7% |
| Participant deferral / active EE | $7,462 | $6,466+15.4% | $5,629+32.6% | $6,690+11.6% |
| Admin fee / account holder | $613 | $19,327-96.8% | $15,923-96.2% | $13,400-95.4% |