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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 | $81,998 | $201,370-59.3% | $184,256-55.5% | $145,897-43.8% |
| Participation rate | 88.2% | 87.5%+0.7pp | 86.8%+1.4pp | 80.3%+7.9pp |
| Annual return | 10.86% | 29.05%-18.2pp | 28.85%-18.0pp | 552.29%-541.4pp |
| Employer contribution / active EE | $6,238 | $7,024-11.2% | $6,427-2.9% | $4,663+33.8% |
| Participant deferral / active EE | $4,234 | $9,808-56.8% | $9,133-53.6% | $6,689-36.7% |
| Admin fee / account holder | $8,764 | $16,364-46.4% | $13,899-37.0% | $13,390-34.6% |