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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 | $60,784 | $201,372-69.8% | $184,260-67.0% | $145,884-58.3% |
| Participation rate | 81.8% | 87.5%-5.7pp | 86.8%-5.0pp | 80.3%+1.5pp |
| Annual return | 15.41% | 29.04%-13.6pp | 28.84%-13.4pp | 551.85%-536.4pp |
| Employer contribution / active EE | $3,737 | $7,024-46.8% | $6,427-41.9% | $4,662-19.9% |
| Participant deferral / active EE | $11,607 | $9,808+18.3% | $9,133+27.1% | $6,690+73.5% |
| Admin fee / account holder | $5,633 | $16,362-65.6% | $13,898-59.5% | $13,392-57.9% |