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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 | $77,670 | $141,001-44.9% | $112,228-30.8% | $139,487-44.3% |
| Participation rate | 94.1% | 79.2%+14.9pp | 72.4%+21.7pp | 80.3%+13.8pp |
| Annual return | 10.41% | 32.75%-22.3pp | 30.23%-19.8pp | 373.84%-363.4pp |
| Employer contribution / active EE | $2,195 | $4,285-48.8% | $3,432-36.0% | $4,755-53.8% |
| Participant deferral / active EE | $1,579 | $5,877-73.1% | $4,800-67.1% | $6,713-76.5% |
| Admin fee / account holder | $13,749 | $9,959+38.1% | $7,752+77.4% | $11,407+20.5% |