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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 | $71,790 | $100,279-28.4% | $81,353-11.8% | $145,884-50.8% |
| Participation rate | 70.0% | 74.3%-4.3pp | 69.5%+0.5pp | 80.3%-10.3pp |
| Annual return | 11.25% | 34.49%-23.2pp | 24.82%-13.6pp | 551.85%-540.6pp |
| Employer contribution / active EE | $2,605 | $2,979-12.6% | $2,464+5.7% | $4,662-44.1% |
| Participant deferral / active EE | $6,897 | $4,611+49.6% | $3,885+77.5% | $6,690+3.1% |
| Admin fee / account holder | $20,001 | $8,206+143.7% | $5,766+246.8% | $13,392+49.3% |