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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 | $85,549 | $223,823-61.8% | $211,142-59.5% | $154,746-44.7% |
| Participation rate | 78.6% | 87.9%-9.3pp | 87.3%-8.7pp | 80.7%-2.1pp |
| Annual return | 13.44% | 50.39%-37.0pp | 46.84%-33.4pp | 172.34%-158.9pp |
| Employer contribution / active EE | $4,669 | $6,787-31.2% | $6,442-27.5% | $4,379+6.6% |
| Participant deferral / active EE | $5,982 | $9,750-38.7% | $9,284-35.6% | $6,730-11.1% |
| Admin fee / account holder | $3,771 | $19,707-80.9% | $19,076-80.2% | $14,365-73.7% |