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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 | $75,768 | $185,312-59.1% | $161,489-53.1% | $154,746-51.0% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.7%+4.6pp | 80.7%+2.6pp |
| Annual return | 13.04% | 103.84%-90.8pp | 89.72%-76.7pp | 172.34%-159.3pp |
| Employer contribution / active EE | $2,068 | $4,769-56.6% | $4,268-51.6% | $4,379-52.8% |
| Participant deferral / active EE | $10,386 | $6,350+63.6% | $5,630+84.5% | $6,730+54.3% |
| Admin fee / account holder | $4,891 | $18,654-73.8% | $16,006-69.4% | $14,365-66.0% |