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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 | $93,105 | $201,370-53.8% | $184,256-49.5% | $145,897-36.2% |
| Participation rate | 73.7% | 87.5%-13.8pp | 86.8%-13.1pp | 80.3%-6.6pp |
| Annual return | 17.24% | 29.05%-11.8pp | 28.85%-11.6pp | 552.29%-535.1pp |
| Employer contribution / active EE | $4,078 | $7,024-41.9% | $6,427-36.6% | $4,663-12.5% |
| Participant deferral / active EE | $10,058 | $9,808+2.5% | $9,133+10.1% | $6,689+50.4% |
| Admin fee / account holder | $6,918 | $16,364-57.7% | $13,899-50.2% | $13,390-48.3% |