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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 | $93,337 | $192,829-51.6% | $142,516-34.5% | $139,466-33.1% |
| Participation rate | 80.0% | 81.4%-1.4pp | 76.8%+3.2pp | 80.3%-0.3pp |
| Annual return | 17.65% | 17.99%-0.3pp | 19.99%-2.3pp | 373.66%-356.0pp |
| Employer contribution / active EE | $2,015 | $5,808-65.3% | $4,849-58.5% | $4,754-57.6% |
| Participant deferral / active EE | $10,105 | $7,200+40.3% | $6,280+60.9% | $6,712+50.5% |
| Admin fee / account holder | $1,396 | $15,120-90.8% | $10,008-86.1% | $11,409-87.8% |