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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 | $74,580 | $125,797-40.7% | $170,043-56.1% | $75,173-0.8% |
| Participation rate | 74.3% | 83.6%-9.3pp | 87.0%-12.7pp | 67.2%+7.1pp |
| Annual return | 18.13% | 27.20%-9.1pp | 53.40%-35.3pp | 160.72%-142.6pp |
| Employer contribution / active EE | $4,908 | $4,616+6.3% | $6,790-27.7% | $2,671+83.8% |
| Participant deferral / active EE | $12,160 | $6,838+77.8% | $10,410+16.8% | $4,126+194.7% |
| Admin fee / account holder | $8,816 | $8,177+7.8% | $12,824-31.3% | $5,651+56.0% |