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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 | $201,344-53.8% | $184,243-49.5% | $145,877-36.2% |
| Participation rate | 73.7% | 87.5%-13.8pp | 86.8%-13.1pp | 80.3%-6.6pp |
| Annual return | 17.24% | 29.01%-11.8pp | 28.82%-11.6pp | 551.28%-534.0pp |
| Employer contribution / active EE | $4,078 | $7,022-41.9% | $6,427-36.6% | $4,663-12.6% |
| Participant deferral / active EE | $10,058 | $9,807+2.6% | $9,132+10.1% | $6,691+50.3% |
| Admin fee / account holder | $6,918 | $16,382-57.8% | $13,914-50.3% | $13,402-48.4% |