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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 | $69,235 | $172,111-59.8% | $150,298-53.9% | $137,256-49.6% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 11.84% | 69.37%-57.5pp | 62.79%-50.9pp | 220.34%-208.5pp |
| Employer contribution / active EE | $7,033 | $4,636+51.7% | $4,154+69.3% | $4,156+69.2% |
| Participant deferral / active EE | $8,893 | $6,166+44.2% | $5,453+63.1% | $6,407+38.8% |
| Admin fee / account holder | $677 | $16,471-95.9% | $14,116-95.2% | $12,270-94.5% |