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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 | $79,661 | $136,860-41.8% | $120,344-33.8% | $154,746-48.5% |
| Participation rate | 77.8% | 79.9%-2.1pp | 76.7%+1.1pp | 80.7%-2.9pp |
| Annual return | 9.84% | 21.38%-11.5pp | 20.30%-10.5pp | 172.34%-162.5pp |
| Employer contribution / active EE | $4,518 | $3,533+27.9% | $3,020+49.6% | $4,379+3.2% |
| Participant deferral / active EE | $11,521 | $5,793+98.9% | $5,135+124.4% | $6,730+71.2% |
| Admin fee / account holder | $61,636 | $15,393+300.4% | $12,742+383.7% | $14,365+329.1% |