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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 | $70,312 | $117,433-40.1% | $99,475-29.3% | $152,897-54.0% |
| Participation rate | 85.7% | 77.5%+8.2pp | 73.8%+11.9pp | 82.5%+3.3pp |
| Annual return | 20.64% | 31.87%-11.2pp | 30.72%-10.1pp | 345.43%-324.8pp |
| Employer contribution / active EE | $3,324 | $3,013+10.3% | $2,540+30.9% | $4,764-30.2% |
| Participant deferral / active EE | $5,705 | $4,086+39.6% | $3,619+57.7% | $5,851-2.5% |
| Admin fee / account holder | $13,179 | $7,634+72.6% | $6,252+110.8% | $11,599+13.6% |