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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 | $77,052 | $197,603-61.0% | $177,827-56.7% | $158,950-51.5% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.7%-4.4pp | 82.0%+1.4pp |
| Annual return | 16.77% | 58.76%-42.0pp | 48.32%-31.5pp | 302.91%-286.1pp |
| Employer contribution / active EE | $7,349 | $6,698+9.7% | $5,918+24.2% | $4,762+54.3% |
| Participant deferral / active EE | $9,727 | $8,404+15.7% | $7,713+26.1% | $5,983+62.6% |
| Admin fee / account holder | $708 | $15,402-95.4% | $12,429-94.3% | $11,248-93.7% |