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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 | $76,925 | $98,240-21.7% | $82,312-6.5% | $147,586-47.9% |
| Participation rate | 87.5% | 79.7%+7.8pp | 76.9%+10.6pp | 82.8%+4.7pp |
| Annual return | 17.98% | 30.85%-12.9pp | 25.88%-7.9pp | 578.59%-560.6pp |
| Employer contribution / active EE | $3,357 | $3,192+5.2% | $2,428+38.2% | $4,876-31.2% |
| Participant deferral / active EE | $8,142 | $4,383+85.8% | $3,706+119.7% | $5,439+49.7% |
| Admin fee / account holder | $1,267 | $8,563-85.2% | $5,608-77.4% | $10,886-88.4% |