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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 | $168,991 | $115,911+45.8% | $100,530+68.1% | $158,950+6.3% |
| Participation rate | 78.3% | 81.6%-3.3pp | 79.4%-1.2pp | 82.0%-3.7pp |
| Annual return | 11.45% | 34.80%-23.3pp | 30.89%-19.4pp | 302.91%-291.5pp |
| Employer contribution / active EE | $405 | $4,104-90.1% | $3,418-88.2% | $4,762-91.5% |
| Participant deferral / active EE | $3,729 | $6,676-44.1% | $6,271-40.5% | $5,983-37.7% |
| Admin fee / account holder | $14,960 | $10,999+36.0% | $8,083+85.1% | $11,248+33.0% |