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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 | $61,962 | $110,379-43.9% | $102,412-39.5% | $145,884-57.5% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 21.11% | 24.84%-3.7pp | 24.94%-3.8pp | 551.85%-530.7pp |
| Employer contribution / active EE | $4,174 | $4,216-1.0% | $3,870+7.9% | $4,662-10.5% |
| Participant deferral / active EE | $7,833 | $5,622+39.3% | $5,060+54.8% | $6,690+17.1% |
| Admin fee / account holder | $14,520 | $9,745+49.0% | $8,388+73.1% | $13,392+8.4% |