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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 | $67,858 | $117,829-42.4% | $102,423-33.7% | $145,877-53.5% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.0pp |
| Annual return | 21.86% | 31.83%-10.0pp | 29.42%-7.6pp | 551.28%-529.4pp |
| Employer contribution / active EE | $3,210 | $3,615-11.2% | $3,023+6.2% | $4,663-31.2% |
| Participant deferral / active EE | $13,783 | $5,732+140.4% | $5,054+172.7% | $6,691+106.0% |
| Admin fee / account holder | $322 | $13,335-97.6% | $9,455-96.6% | $13,402-97.6% |