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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 | $88,002 | $201,372-56.3% | $184,260-52.2% | $145,884-39.7% |
| Participation rate | 76.2% | 87.5%-11.3pp | 86.8%-10.6pp | 80.3%-4.1pp |
| Annual return | 10.32% | 29.04%-18.7pp | 28.84%-18.5pp | 551.85%-541.5pp |
| Employer contribution / active EE | $2,302 | $7,024-67.2% | $6,427-64.2% | $4,662-50.6% |
| Participant deferral / active EE | $7,873 | $9,808-19.7% | $9,133-13.8% | $6,690+17.7% |
| Admin fee / account holder | $11,063 | $16,362-32.4% | $13,898-20.4% | $13,392-17.4% |