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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 | $73,198 | $185,312-60.5% | $161,489-54.7% | $154,746-52.7% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.7%+1.3pp | 80.7%-0.7pp |
| Annual return | 17.22% | 103.84%-86.6pp | 89.72%-72.5pp | 172.34%-155.1pp |
| Employer contribution / active EE | $1,796 | $4,769-62.3% | $4,268-57.9% | $4,379-59.0% |
| Participant deferral / active EE | $7,213 | $6,350+13.6% | $5,630+28.1% | $6,730+7.2% |
| Admin fee / account holder | $3,550 | $18,654-81.0% | $16,006-77.8% | $14,365-75.3% |