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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 | $125,237-46.7% | $105,608-36.8% | $145,877-54.3% |
| Participation rate | 73.3% | 77.7%-4.3pp | 75.3%-2.0pp | 80.3%-7.0pp |
| Annual return | 8.25% | 225.76%-217.5pp | 116.50%-108.2pp | 551.28%-543.0pp |
| Employer contribution / active EE | $1,820 | $3,720-51.1% | $3,167-42.5% | $4,663-61.0% |
| Participant deferral / active EE | $5,597 | $5,711-2.0% | $5,010+11.7% | $6,691-16.3% |
| Admin fee / account holder | $1,537 | $17,287-91.1% | $11,028-86.1% | $13,402-88.5% |