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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 | $70,913 | $201,344-64.8% | $184,243-61.5% | $145,877-51.4% |
| Participation rate | 91.3% | 87.5%+3.8pp | 86.8%+4.5pp | 80.3%+11.0pp |
| Annual return | 12.72% | 29.01%-16.3pp | 28.82%-16.1pp | 551.28%-538.6pp |
| Employer contribution / active EE | $4,071 | $7,022-42.0% | $6,427-36.7% | $4,663-12.7% |
| Participant deferral / active EE | $5,590 | $9,807-43.0% | $9,132-38.8% | $6,691-16.5% |
| Admin fee / account holder | $1,308 | $16,382-92.0% | $13,914-90.6% | $13,402-90.2% |