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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 | $75,730 | $110,278-31.3% | $95,740-20.9% | $139,466-45.7% |
| Participation rate | 85.7% | 75.7%+10.0pp | 72.3%+13.5pp | 80.3%+5.4pp |
| Annual return | 16.14% | 27.19%-11.0pp | 28.41%-12.3pp | 373.66%-357.5pp |
| Employer contribution / active EE | $3,691 | $3,260+13.2% | $2,836+30.2% | $4,754-22.4% |
| Participant deferral / active EE | $11,400 | $4,674+143.9% | $4,244+168.6% | $6,712+69.9% |
| Admin fee / account holder | $11,564 | $6,613+74.9% | $5,676+103.7% | $11,409+1.4% |