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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 | $65,818 | $162,821-59.6% | $133,978-50.9% | $158,982-58.6% |
| Participation rate | 90.9% | 83.2%+7.7pp | 79.8%+11.1pp | 82.0%+8.9pp |
| Annual return | 10.26% | 41.95%-31.7pp | 45.10%-34.8pp | 302.99%-292.7pp |
| Employer contribution / active EE | $4,086 | $4,976-17.9% | $3,919+4.3% | $4,763-14.2% |
| Participant deferral / active EE | $6,913 | $5,910+17.0% | $5,047+37.0% | $5,983+15.5% |
| Admin fee / account holder | $37,613 | $11,742+220.3% | $8,930+321.2% | $11,252+234.3% |