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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 | $84,300 | $162,136-48.0% | $152,301-44.6% | $154,746-45.5% |
| Participation rate | 85.7% | 84.1%+1.6pp | 82.4%+3.3pp | 80.7%+5.0pp |
| Annual return | 15.04% | 91.02%-76.0pp | 80.50%-65.5pp | 172.34%-157.3pp |
| Employer contribution / active EE | $1,405 | $4,890-71.3% | $4,624-69.6% | $4,379-67.9% |
| Participant deferral / active EE | $6,587 | $8,341-21.0% | $8,004-17.7% | $6,730-2.1% |
| Admin fee / account holder | $10,801 | $15,759-31.5% | $14,398-25.0% | $14,365-24.8% |