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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 | $77,979 | $104,694-25.5% | $85,709-9.0% | $167,536-53.5% |
| Participation rate | 85.7% | 76.4%+9.3pp | 69.9%+15.9pp | 82.1%+3.6pp |
| Annual return | 12.22% | 21.45%-9.2pp | 21.49%-9.3pp | 478.82%-466.6pp |
| Employer contribution / active EE | $3,795 | $3,337+13.7% | $2,619+44.9% | $4,839-21.6% |
| Participant deferral / active EE | $12,553 | $4,826+160.1% | $3,924+219.9% | $6,342+97.9% |
| Admin fee / account holder | $17,721 | $10,035+76.6% | $6,876+157.7% | $12,315+43.9% |