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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 | $74,629 | $116,434-35.9% | $65,583+13.8% | $139,487-46.5% |
| Participation rate | 84.6% | 67.9%+16.7pp | 65.0%+19.6pp | 80.3%+4.3pp |
| Annual return | 31.10% | 31.34%-0.2pp | 47.46%-16.4pp | 373.84%-342.7pp |
| Employer contribution / active EE | $8,565 | $2,602+229.2% | $1,692+406.1% | $4,755+80.1% |
| Participant deferral / active EE | $4,773 | $4,245+12.5% | $2,833+68.5% | $6,713-28.9% |
| Admin fee / account holder | $1,032 | $6,696-84.6% | $4,112-74.9% | $11,407-90.9% |