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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 | $68,832 | $126,661-45.7% | $113,397-39.3% | $138,895-50.4% |
| Participation rate | 95.5% | 79.4%+16.0pp | 76.5%+19.0pp | 79.9%+15.5pp |
| Annual return | 15.45% | 25.05%-9.6pp | 23.20%-7.7pp | 145.39%-129.9pp |
| Employer contribution / active EE | $2,813 | $3,456-18.6% | $2,977-5.5% | $4,194-32.9% |
| Participant deferral / active EE | $8,979 | $5,693+57.7% | $5,076+76.9% | $6,396+40.4% |
| Admin fee / account holder | $25,306 | $14,549+73.9% | $11,957+111.6% | $12,562+101.4% |