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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 | $154,965 | $201,370-23.0% | $184,256-15.9% | $145,897+6.2% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 19.59% | 29.05%-9.5pp | 28.85%-9.3pp | 552.29%-532.7pp |
| Employer contribution / active EE | $3,656 | $7,024-48.0% | $6,427-43.1% | $4,663-21.6% |
| Participant deferral / active EE | $6,907 | $9,808-29.6% | $9,133-24.4% | $6,689+3.3% |
| Admin fee / account holder | $856 | $16,364-94.8% | $13,899-93.8% | $13,390-93.6% |