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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 | $62,432 | $201,370-69.0% | $184,256-66.1% | $145,897-57.2% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.0pp |
| Annual return | 10.44% | 29.05%-18.6pp | 28.85%-18.4pp | 552.29%-541.8pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,928 | $9,808-59.9% | $9,133-57.0% | $6,689-41.3% |
| Admin fee / account holder | $19,758 | $16,364+20.7% | $13,899+42.1% | $13,390+47.6% |