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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 | $111,206 | $201,370-44.8% | $184,256-39.6% | $145,897-23.8% |
| Participation rate | 76.5% | 87.5%-11.0pp | 86.8%-10.4pp | 80.3%-3.8pp |
| Annual return | 18.52% | 29.05%-10.5pp | 28.85%-10.3pp | 552.29%-533.8pp |
| Employer contribution / active EE | $4,371 | $7,024-37.8% | $6,427-32.0% | $4,663-6.3% |
| Participant deferral / active EE | $12,554 | $9,808+28.0% | $9,133+37.5% | $6,689+87.7% |
| Admin fee / account holder | $3,543 | $16,364-78.3% | $13,899-74.5% | $13,390-73.5% |