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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 | $70,178 | $71,353-1.6% | $92,805-24.4% | $86,983-19.3% |
| Participation rate | 74.3% | 80.9%-6.6pp | 83.5%-9.2pp | 69.5%+4.7pp |
| Annual return | 15.70% | 44.68%-29.0pp | 31.59%-15.9pp | 25.83%-10.1pp |
| Employer contribution / active EE | $5,949 | $2,468+141.0% | $3,424+73.7% | $2,584+130.2% |
| Participant deferral / active EE | $12,338 | $6,966+77.1% | $8,448+46.1% | $4,194+194.2% |
| Admin fee / account holder | $9,782 | $6,099+60.4% | $10,911-10.3% | $7,856+24.5% |