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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 | $94,500 | $117,846-19.8% | $102,434-7.7% | $145,884-35.2% |
| Participation rate | 70.0% | 78.6%-8.6pp | 76.5%-6.5pp | 80.3%-10.3pp |
| Annual return | 10.31% | 31.90%-21.6pp | 29.46%-19.1pp | 551.85%-541.5pp |
| Employer contribution / active EE | $1,801 | $3,615-50.2% | $3,023-40.4% | $4,662-61.4% |
| Participant deferral / active EE | $5,807 | $5,733+1.3% | $5,055+14.9% | $6,690-13.2% |
| Admin fee / account holder | $16,569 | $13,356+24.1% | $9,462+75.1% | $13,392+23.7% |