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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 | $103,451 | $201,264-48.6% | $184,185-43.8% | $145,978-29.1% |
| Participation rate | 84.6% | 87.5%-2.9pp | 86.8%-2.2pp | 80.3%+4.3pp |
| Annual return | 13.63% | 29.00%-15.4pp | 28.81%-15.2pp | 550.52%-536.9pp |
| Employer contribution / active EE | $2,644 | $7,021-62.3% | $6,426-58.8% | $4,662-43.3% |
| Participant deferral / active EE | $5,856 | $9,806-40.3% | $9,132-35.9% | $6,690-12.5% |
| Admin fee / account holder | $1,627 | $16,376-90.1% | $13,909-88.3% | $13,400-87.9% |