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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 | $77,439 | $110,240-29.8% | $96,544-19.8% | $139,487-44.5% |
| Participation rate | 90.9% | 78.1%+12.8pp | 76.0%+14.9pp | 80.3%+10.6pp |
| Annual return | 16.09% | 26.41%-10.3pp | 25.88%-9.8pp | 373.84%-357.7pp |
| Employer contribution / active EE | $4,593 | $3,622+26.8% | $2,966+54.8% | $4,755-3.4% |
| Participant deferral / active EE | $9,849 | $5,549+77.5% | $4,851+103.0% | $6,713+46.7% |
| Admin fee / account holder | $10,012 | $11,602-13.7% | $8,254+21.3% | $11,407-12.2% |