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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 | $41,073 | $201,370-79.6% | $184,256-77.7% | $145,897-71.8% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 17.87% | 29.05%-11.2pp | 28.85%-11.0pp | 552.29%-534.4pp |
| Employer contribution / active EE | $7,657 | $7,024+9.0% | $6,427+19.1% | $4,663+64.2% |
| Participant deferral / active EE | $7,090 | $9,808-27.7% | $9,133-22.4% | $6,689+6.0% |
| Admin fee / account holder | $6,189 | $16,364-62.2% | $13,899-55.5% | $13,390-53.8% |