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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 | $71,079 | $97,751-27.3% | $103,431-31.3% | $145,978-51.3% |
| Participation rate | 87.0% | 81.1%+5.9pp | 80.5%+6.4pp | 80.3%+6.7pp |
| Annual return | 17.19% | 25.43%-8.2pp | 23.92%-6.7pp | 550.52%-533.3pp |
| Employer contribution / active EE | $5,666 | $4,684+21.0% | $4,678+21.1% | $4,662+21.5% |
| Participant deferral / active EE | $13,853 | $6,603+109.8% | $6,625+109.1% | $6,690+107.1% |
| Admin fee / account holder | $5,712 | $12,515-54.4% | $9,412-39.3% | $13,400-57.4% |