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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 | $201,372-56.9% | $184,260-52.9% | $145,884-40.5% |
| Participation rate | 88.2% | 87.5%+0.7pp | 86.8%+1.4pp | 80.3%+7.9pp |
| Annual return | 11.12% | 29.04%-17.9pp | 28.84%-17.7pp | 551.85%-540.7pp |
| Employer contribution / active EE | $4,509 | $7,024-35.8% | $6,427-29.8% | $4,662-3.3% |
| Participant deferral / active EE | $7,327 | $9,808-25.3% | $9,133-19.8% | $6,690+9.5% |
| Admin fee / account holder | $535 | $16,362-96.7% | $13,898-96.1% | $13,392-96.0% |