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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 | $69,659 | $101,063-31.1% | $81,473-14.5% | $147,586-52.8% |
| Participation rate | 72.7% | 74.5%-1.7pp | 68.0%+4.8pp | 82.8%-10.1pp |
| Annual return | 20.20% | 32.41%-12.2pp | 38.78%-18.6pp | 578.59%-558.4pp |
| Employer contribution / active EE | $4,467 | $3,206+39.4% | $2,568+74.0% | $4,876-8.4% |
| Participant deferral / active EE | $6,459 | $4,242+52.2% | $3,537+82.6% | $5,439+18.8% |
| Admin fee / account holder | $547 | $5,812-90.6% | $4,561-88.0% | $10,886-95.0% |