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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 | $72,650 | $106,280-31.6% | $96,538-24.7% | $139,487-47.9% |
| Participation rate | 95.2% | 77.8%+17.4pp | 74.3%+20.9pp | 80.3%+14.9pp |
| Annual return | 16.26% | 38.48%-22.2pp | 35.74%-19.5pp | 373.84%-357.6pp |
| Employer contribution / active EE | $5,180 | $4,107+26.1% | $3,740+38.5% | $4,755+9.0% |
| Participant deferral / active EE | $5,045 | $5,457-7.5% | $4,880+3.4% | $6,713-24.8% |
| Admin fee / account holder | $6,329 | $7,888-19.8% | $6,737-6.1% | $11,407-44.5% |