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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 | $74,825 | $117,846-36.5% | $102,434-27.0% | $145,884-48.7% |
| Participation rate | 88.9% | 78.6%+10.3pp | 76.5%+12.4pp | 80.3%+8.6pp |
| Annual return | 13.66% | 31.90%-18.2pp | 29.46%-15.8pp | 551.85%-538.2pp |
| Employer contribution / active EE | $3,565 | $3,615-1.4% | $3,023+17.9% | $4,662-23.5% |
| Participant deferral / active EE | $5,054 | $5,733-11.8% | $5,0550% | $6,690-24.4% |
| Admin fee / account holder | $304 | $13,356-97.7% | $9,462-96.8% | $13,392-97.7% |