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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 | $73,855 | $124,980-40.9% | $108,359-31.8% | $154,746-52.3% |
| Participation rate | 91.3% | 75.2%+16.1pp | 70.1%+21.2pp | 80.7%+10.6pp |
| Annual return | 16.44% | 45.00%-28.6pp | 36.89%-20.5pp | 172.34%-155.9pp |
| Employer contribution / active EE | $5,286 | $2,851+85.4% | $2,399+120.3% | $4,379+20.7% |
| Participant deferral / active EE | $2,883 | $4,743-39.2% | $4,137-30.3% | $6,730-57.2% |
| Admin fee / account holder | $14,213 | $11,502+23.6% | $9,741+45.9% | $14,365-1.1% |