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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 | $85,868 | $111,814-23.2% | $103,378-16.9% | $145,978-41.2% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.9pp |
| Annual return | 17.80% | 24.80%-7.0pp | 24.91%-7.1pp | 550.52%-532.7pp |
| Employer contribution / active EE | $8,789 | $4,215+108.5% | $3,870+127.1% | $4,662+88.5% |
| Participant deferral / active EE | $10,528 | $5,618+87.4% | $5,058+108.2% | $6,690+57.4% |
| Admin fee / account holder | $4,617 | $9,764-52.7% | $8,401-45.0% | $13,400-65.5% |