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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 | $70,223 | $148,558-52.7% | $135,925-48.3% | $139,427-49.6% |
| Participation rate | 95.7% | 83.9%+11.8pp | 81.9%+13.7pp | 80.3%+15.3pp |
| Annual return | 23.24% | 79.22%-56.0pp | 68.25%-45.0pp | 373.27%-350.0pp |
| Employer contribution / active EE | $2,780 | $5,244-47.0% | $4,857-42.8% | $4,752-41.5% |
| Participant deferral / active EE | $11,419 | $8,101+41.0% | $7,759+47.2% | $6,711+70.2% |
| Admin fee / account holder | $1,239 | $12,401-90.0% | $10,764-88.5% | $11,404-89.1% |