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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 | $86,239 | $117,846-26.8% | $102,434-15.8% | $145,884-40.9% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 14.35% | 31.90%-17.6pp | 29.46%-15.1pp | 551.85%-537.5pp |
| Employer contribution / active EE | $2,943 | $3,615-18.6% | $3,023-2.6% | $4,662-36.9% |
| Participant deferral / active EE | $10,547 | $5,733+84.0% | $5,055+108.7% | $6,690+57.7% |
| Admin fee / account holder | $58,990 | $13,356+341.7% | $9,462+523.4% | $13,392+340.5% |