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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 | $103,515 | $201,372-48.6% | $184,260-43.8% | $145,884-29.0% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 13.56% | 29.04%-15.5pp | 28.84%-15.3pp | 551.85%-538.3pp |
| Employer contribution / active EE | $2,868 | $7,024-59.2% | $6,427-55.4% | $4,662-38.5% |
| Participant deferral / active EE | $16,196 | $9,808+65.1% | $9,133+77.3% | $6,690+142.1% |
| Admin fee / account holder | $3,399 | $16,362-79.2% | $13,898-75.5% | $13,392-74.6% |