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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 | $59,444 | $106,267-44.1% | $96,520-38.4% | $139,456-57.4% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | 19.39% | 38.45%-19.1pp | 35.72%-16.3pp | 373.45%-354.1pp |
| Employer contribution / active EE | $3,196 | $4,105-22.1% | $3,739-14.5% | $4,753-32.7% |
| Participant deferral / active EE | $9,585 | $5,454+75.7% | $4,879+96.5% | $6,711+42.8% |
| Admin fee / account holder | $1,121 | $7,882-85.8% | $6,733-83.4% | $11,407-90.2% |