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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 | $79,130 | $165,939-52.3% | $122,354-35.3% | $147,586-46.4% |
| Participation rate | 73.9% | 79.6%-5.7pp | 71.6%+2.3pp | 82.8%-8.9pp |
| Annual return | 13.73% | 34.56%-20.8pp | 30.28%-16.5pp | 578.59%-564.9pp |
| Employer contribution / active EE | $5,859 | $5,754+1.8% | $4,051+44.6% | $4,876+20.1% |
| Participant deferral / active EE | $5,636 | $4,005+40.7% | $3,287+71.5% | $5,439+3.6% |
| Admin fee / account holder | $5,402 | $7,425-27.2% | $5,479-1.4% | $10,886-50.4% |