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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 | $89,742 | $201,370-55.4% | $184,256-51.3% | $145,897-38.5% |
| Participation rate | 91.3% | 87.5%+3.8pp | 86.8%+4.5pp | 80.3%+11.0pp |
| Annual return | 14.07% | 29.05%-15.0pp | 28.85%-14.8pp | 552.29%-538.2pp |
| Employer contribution / active EE | $6,333 | $7,024-9.8% | $6,427-1.5% | $4,663+35.8% |
| Participant deferral / active EE | $4,993 | $9,808-49.1% | $9,133-45.3% | $6,689-25.4% |
| Admin fee / account holder | $6,043 | $16,364-63.1% | $13,899-56.5% | $13,390-54.9% |