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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 | $62,822 | $162,967-61.5% | $135,792-53.7% | $138,895-54.8% |
| Participation rate | 91.7% | 78.3%+13.3pp | 72.6%+19.1pp | 79.9%+11.7pp |
| Annual return | 13.84% | 30.08%-16.2pp | 25.96%-12.1pp | 145.39%-131.6pp |
| Employer contribution / active EE | $13,694 | $4,211+225.2% | $3,496+291.8% | $4,194+226.5% |
| Participant deferral / active EE | $6,544 | $5,640+16.0% | $4,759+37.5% | $6,396+2.3% |
| Admin fee / account holder | $2,081 | $15,306-86.4% | $12,266-83.0% | $12,562-83.4% |