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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 | $148,629-52.8% | $135,982-48.4% | $139,487-49.7% |
| Participation rate | 95.7% | 83.9%+11.8pp | 81.9%+13.7pp | 80.3%+15.3pp |
| Annual return | 23.24% | 79.33%-56.1pp | 68.32%-45.1pp | 373.84%-350.6pp |
| Employer contribution / active EE | $2,780 | $5,247-47.0% | $4,859-42.8% | $4,755-41.5% |
| Participant deferral / active EE | $11,419 | $8,102+40.9% | $7,760+47.2% | $6,713+70.1% |
| Admin fee / account holder | $1,239 | $12,406-90.0% | $10,767-88.5% | $11,407-89.1% |