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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 | $69,834 | $117,895-40.8% | $102,460-31.8% | $145,897-52.1% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 11.61% | 31.92%-20.3pp | 29.47%-17.9pp | 552.29%-540.7pp |
| Employer contribution / active EE | $3,434 | $3,619-5.1% | $3,025+13.5% | $4,663-26.4% |
| Participant deferral / active EE | $11,114 | $5,736+93.8% | $5,056+119.8% | $6,689+66.2% |
| Admin fee / account holder | $33,008 | $13,353+147.2% | $9,460+248.9% | $13,390+146.5% |