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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 | $68,770 | $106,247-35.3% | $96,515-28.7% | $139,466-50.7% |
| Participation rate | 88.9% | 77.8%+11.0pp | 74.3%+14.5pp | 80.3%+8.6pp |
| Annual return | 15.02% | 38.47%-23.4pp | 35.73%-20.7pp | 373.66%-358.6pp |
| Employer contribution / active EE | $4,033 | $4,106-1.8% | $3,740+7.9% | $4,754-15.2% |
| Participant deferral / active EE | $5,208 | $5,456-4.5% | $4,880+6.7% | $6,712-22.4% |
| Admin fee / account holder | $8,762 | $7,885+11.1% | $6,735+30.1% | $11,409-23.2% |