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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 | $67,975 | $129,737-47.6% | $119,126-42.9% | $154,746-56.1% |
| Participation rate | 83.3% | 78.9%+4.5pp | 75.8%+7.6pp | 80.7%+2.6pp |
| Annual return | 18.32% | 379.08%-360.8pp | 282.11%-263.8pp | 172.34%-154.0pp |
| Employer contribution / active EE | $2,993 | $4,375-31.6% | $4,034-25.8% | $4,379-31.7% |
| Participant deferral / active EE | $12,888 | $5,842+120.6% | $5,318+142.3% | $6,730+91.5% |
| Admin fee / account holder | $2,095 | $11,961-82.5% | $10,693-80.4% | $14,365-85.4% |