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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 | $87,575 | $201,264-56.5% | $184,185-52.5% | $145,978-40.0% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 14.31% | 29.00%-14.7pp | 28.81%-14.5pp | 550.52%-536.2pp |
| Employer contribution / active EE | $3,602 | $7,021-48.7% | $6,426-43.9% | $4,662-22.7% |
| Participant deferral / active EE | $7,414 | $9,806-24.4% | $9,132-18.8% | $6,690+10.8% |
| Admin fee / account holder | $865 | $16,376-94.7% | $13,909-93.8% | $13,400-93.5% |