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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 | $75,441 | $176,786-57.3% | $146,643-48.6% | $167,536-55.0% |
| Participation rate | 88.9% | 83.6%+5.3pp | 80.1%+8.8pp | 82.1%+6.8pp |
| Annual return | 11.97% | 24.04%-12.1pp | 22.75%-10.8pp | 478.82%-466.8pp |
| Employer contribution / active EE | $4,326 | $5,161-16.2% | $4,137+4.6% | $4,839-10.6% |
| Participant deferral / active EE | $7,532 | $6,440+17.0% | $5,506+36.8% | $6,342+18.8% |
| Admin fee / account holder | $7,159 | $13,262-46.0% | $10,280-30.4% | $12,315-41.9% |