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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 | $67,445 | $106,267-36.5% | $96,520-30.1% | $139,456-51.6% |
| Participation rate | 88.9% | 77.8%+11.0pp | 74.3%+14.5pp | 80.3%+8.6pp |
| Annual return | 22.54% | 38.45%-15.9pp | 35.72%-13.2pp | 373.45%-350.9pp |
| Employer contribution / active EE | $6,147 | $4,105+49.8% | $3,739+64.4% | $4,753+29.3% |
| Participant deferral / active EE | $9,841 | $5,454+80.4% | $4,879+101.7% | $6,711+46.6% |
| Admin fee / account holder | $756 | $7,882-90.4% | $6,733-88.8% | $11,407-93.4% |