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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 | $62,313 | $183,592-66.1% | $155,574-59.9% | $145,877-57.3% |
| Participation rate | 93.3% | 82.7%+10.6pp | 78.2%+15.1pp | 80.3%+13.0pp |
| Annual return | 11.72% | 61.37%-49.7pp | 64.87%-53.1pp | 551.28%-539.6pp |
| Employer contribution / active EE | $7,295 | $5,317+37.2% | $4,676+56.0% | $4,663+56.4% |
| Participant deferral / active EE | $13,179 | $6,466+103.8% | $5,629+134.1% | $6,691+97.0% |
| Admin fee / account holder | $4,548 | $19,316-76.5% | $15,914-71.4% | $13,402-66.1% |