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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 | $50,631 | $162,136-68.8% | $152,301-66.8% | $154,746-67.3% |
| Participation rate | 76.5% | 84.1%-7.6pp | 82.4%-6.0pp | 80.7%-4.2pp |
| Annual return | 13.40% | 91.02%-77.6pp | 80.50%-67.1pp | 172.34%-158.9pp |
| Employer contribution / active EE | $2,900 | $4,890-40.7% | $4,624-37.3% | $4,379-33.8% |
| Participant deferral / active EE | $9,131 | $8,341+9.5% | $8,004+14.1% | $6,730+35.7% |
| Admin fee / account holder | $28,886 | $15,759+83.3% | $14,398+100.6% | $14,365+101.1% |