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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 | $57,365 | $172,111-66.7% | $150,298-61.8% | $137,256-58.2% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 27.16% | 69.37%-42.2pp | 62.79%-35.6pp | 220.34%-193.2pp |
| Employer contribution / active EE | $10,826 | $4,636+133.5% | $4,154+160.6% | $4,156+160.5% |
| Participant deferral / active EE | $3,953 | $6,166-35.9% | $5,453-27.5% | $6,407-38.3% |
| Admin fee / account holder | $858 | $16,471-94.8% | $14,116-93.9% | $12,270-93.0% |