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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 | $66,704 | $185,856-64.1% | $170,028-60.8% | $139,456-52.2% |
| Participation rate | 93.3% | 87.8%+5.6pp | 87.0%+6.3pp | 80.3%+13.0pp |
| Annual return | 14.07% | 60.52%-46.5pp | 53.39%-39.3pp | 373.45%-359.4pp |
| Employer contribution / active EE | $2,908 | $7,593-61.7% | $6,788-57.2% | $4,753-38.8% |
| Participant deferral / active EE | $3,589 | $11,623-69.1% | $10,409-65.5% | $6,711-46.5% |
| Admin fee / account holder | $3,129 | $15,387-79.7% | $12,820-75.6% | $11,407-72.6% |