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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 | $69,737 | $166,089-58.0% | $164,928-57.7% | $145,978-52.2% |
| Participation rate | 93.3% | 82.0%+11.3pp | 78.6%+14.7pp | 80.3%+13.0pp |
| Annual return | 11.03% | 100.26%-89.2pp | 70.08%-59.1pp | 550.52%-539.5pp |
| Employer contribution / active EE | $4,481 | $5,276-15.1% | $4,343+3.2% | $4,662-3.9% |
| Participant deferral / active EE | $9,586 | $6,961+37.7% | $6,034+58.9% | $6,690+43.3% |
| Admin fee / account holder | $446 | $16,641-97.3% | $12,684-96.5% | $13,400-96.7% |