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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 | $66,718 | $125,190-46.7% | $105,624-36.8% | $145,897-54.3% |
| Participation rate | 73.3% | 77.6%-4.3pp | 75.3%-1.9pp | 80.3%-7.0pp |
| Annual return | 8.25% | 225.22%-217.0pp | 116.20%-107.9pp | 552.29%-544.0pp |
| Employer contribution / active EE | $1,820 | $3,720-51.1% | $3,168-42.5% | $4,663-61.0% |
| Participant deferral / active EE | $5,597 | $5,716-2.1% | $5,013+11.7% | $6,689-16.3% |
| Admin fee / account holder | $1,537 | $17,138-91.0% | $10,961-86.0% | $13,390-88.5% |