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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 | $67,974 | $148,629-54.3% | $135,982-50.0% | $139,487-51.3% |
| Participation rate | 90.9% | 83.9%+7.0pp | 81.9%+9.0pp | 80.3%+10.6pp |
| Annual return | 19.53% | 79.33%-59.8pp | 68.32%-48.8pp | 373.84%-354.3pp |
| Employer contribution / active EE | $5,698 | $5,247+8.6% | $4,859+17.3% | $4,755+19.8% |
| Participant deferral / active EE | $13,310 | $8,102+64.3% | $7,760+71.5% | $6,713+98.3% |
| Admin fee / account holder | $5,809 | $12,406-53.2% | $10,767-46.0% | $11,407-49.1% |