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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 | $68,985 | $148,582-53.6% | $135,942-49.3% | $139,456-50.5% |
| Participation rate | 94.1% | 83.9%+10.3pp | 81.9%+12.2pp | 80.3%+13.8pp |
| Annual return | 17.12% | 79.26%-62.1pp | 68.28%-51.2pp | 373.45%-356.3pp |
| Employer contribution / active EE | $4,141 | $5,245-21.0% | $4,858-14.7% | $4,753-12.9% |
| Participant deferral / active EE | $12,709 | $8,101+56.9% | $7,759+63.8% | $6,711+89.4% |
| Admin fee / account holder | $349 | $12,402-97.2% | $10,764-96.8% | $11,407-96.9% |