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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 | $69,746 | $183,627-62.0% | $155,602-55.2% | $145,978-52.2% |
| Participation rate | 78.9% | 82.7%-3.7pp | 78.2%+0.7pp | 80.3%-1.3pp |
| Annual return | 9.66% | 61.32%-51.7pp | 64.81%-55.2pp | 550.52%-540.9pp |
| Employer contribution / active EE | $3,296 | $5,316-38.0% | $4,675-29.5% | $4,662-29.3% |
| Participant deferral / active EE | $6,928 | $6,466+7.1% | $5,629+23.1% | $6,690+3.6% |
| Admin fee / account holder | $2,099 | $19,327-89.1% | $15,923-86.8% | $13,400-84.3% |