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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 | $59,030 | $201,370-70.7% | $184,256-68.0% | $145,897-59.5% |
| Participation rate | 81.8% | 87.5%-5.7pp | 86.8%-5.0pp | 80.3%+1.5pp |
| Annual return | 15.12% | 29.05%-13.9pp | 28.85%-13.7pp | 552.29%-537.2pp |
| Employer contribution / active EE | $3,335 | $7,024-52.5% | $6,427-48.1% | $4,663-28.5% |
| Participant deferral / active EE | $6,305 | $9,808-35.7% | $9,133-31.0% | $6,689-5.7% |
| Admin fee / account holder | $3,063 | $16,364-81.3% | $13,899-78.0% | $13,390-77.1% |