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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 | $97,765-27.3% | $103,486-31.3% | $145,884-51.3% |
| Participation rate | 87.0% | 81.1%+5.8pp | 80.5%+6.4pp | 80.3%+6.7pp |
| Annual return | 17.19% | 25.44%-8.2pp | 23.93%-6.7pp | 551.85%-534.7pp |
| Employer contribution / active EE | $5,666 | $4,687+20.9% | $4,679+21.1% | $4,662+21.5% |
| Participant deferral / active EE | $13,853 | $6,606+109.7% | $6,628+109.0% | $6,690+107.1% |
| Admin fee / account holder | $5,712 | $12,505-54.3% | $9,354-38.9% | $13,392-57.4% |