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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 | $201,264-69.0% | $184,185-66.1% | $145,978-57.2% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.0pp |
| Annual return | 10.44% | 29.00%-18.6pp | 28.81%-18.4pp | 550.52%-540.1pp |
| Employer contribution / active EE | $0 | $7,021-100.0% | $6,426-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,928 | $9,806-59.9% | $9,132-57.0% | $6,690-41.3% |
| Admin fee / account holder | $19,758 | $16,376+20.7% | $13,909+42.0% | $13,400+47.4% |