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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 | $77,964 | $185,883-58.1% | $170,043-54.2% | $139,466-44.1% |
| Participation rate | 87.5% | 87.8%-0.3pp | 87.0%+0.5pp | 80.3%+7.2pp |
| Annual return | 24.25% | 60.54%-36.3pp | 53.40%-29.1pp | 373.66%-349.4pp |
| Employer contribution / active EE | $1,953 | $7,596-74.3% | $6,790-71.2% | $4,754-58.9% |
| Participant deferral / active EE | $10,484 | $11,626-9.8% | $10,410+0.7% | $6,712+56.2% |
| Admin fee / account holder | $2,071 | $15,393-86.5% | $12,824-83.9% | $11,409-81.8% |