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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 | $65,062 | $117,829-44.8% | $102,423-36.5% | $145,877-55.4% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 17.53% | 31.83%-14.3pp | 29.42%-11.9pp | 551.28%-533.8pp |
| Employer contribution / active EE | $5,350 | $3,615+48.0% | $3,023+77.0% | $4,663+14.7% |
| Participant deferral / active EE | $6,811 | $5,732+18.8% | $5,054+34.8% | $6,691+1.8% |
| Admin fee / account holder | $564 | $13,335-95.8% | $9,455-94.0% | $13,402-95.8% |