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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 | $86,793 | $201,264-56.9% | $184,185-52.9% | $145,978-40.5% |
| Participation rate | 88.2% | 87.5%+0.7pp | 86.8%+1.4pp | 80.3%+7.9pp |
| Annual return | 11.12% | 29.00%-17.9pp | 28.81%-17.7pp | 550.52%-539.4pp |
| Employer contribution / active EE | $4,509 | $7,021-35.8% | $6,426-29.8% | $4,662-3.3% |
| Participant deferral / active EE | $7,327 | $9,806-25.3% | $9,132-19.8% | $6,690+9.5% |
| Admin fee / account holder | $535 | $16,376-96.7% | $13,909-96.2% | $13,400-96.0% |