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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 | $75,457 | $100,125-24.6% | $81,482-7.4% | $145,978-48.3% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.5%+5.5pp | 80.3%-5.3pp |
| Annual return | 9.23% | 34.44%-25.2pp | 24.79%-15.6pp | 550.52%-541.3pp |
| Employer contribution / active EE | $20,787 | $2,977+598.2% | $2,463+744.0% | $4,662+345.9% |
| Participant deferral / active EE | $12,118 | $4,609+162.9% | $3,885+211.9% | $6,690+81.1% |
| Admin fee / account holder | $310 | $8,198-96.2% | $5,761-94.6% | $13,400-97.7% |