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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 | $86,454 | $185,883-53.5% | $170,043-49.2% | $139,466-38.0% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 13.48% | 60.54%-47.1pp | 53.40%-39.9pp | 373.66%-360.2pp |
| Employer contribution / active EE | $3,092 | $7,596-59.3% | $6,790-54.5% | $4,754-35.0% |
| Participant deferral / active EE | $7,889 | $11,626-32.1% | $10,410-24.2% | $6,712+17.5% |
| Admin fee / account holder | $1,104 | $15,393-92.8% | $12,824-91.4% | $11,409-90.3% |