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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 | $73,370 | $92,219-20.4% | $76,768-4.4% | $135,379-45.8% |
| Participation rate | 92.9% | 79.8%+13.1pp | 77.0%+15.9pp | 82.6%+10.2pp |
| Annual return | 10.49% | 5.46%+5.0pp | 2.43%+8.1pp | 519.79%-509.3pp |
| Employer contribution / active EE | $5,914 | $3,216+83.9% | $2,485+138.0% | $4,779+23.7% |
| Participant deferral / active EE | $7,984 | $4,508+77.1% | $3,852+107.3% | $5,609+42.3% |
| Admin fee / account holder | $6,866 | $10,749-36.1% | $6,675+2.9% | $10,828-36.6% |