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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 | $201,370-48.6% | $184,256-43.9% | $145,897-29.1% |
| Participation rate | 84.6% | 87.5%-2.9pp | 86.8%-2.2pp | 80.3%+4.3pp |
| Annual return | 13.63% | 29.05%-15.4pp | 28.85%-15.2pp | 552.29%-538.7pp |
| Employer contribution / active EE | $2,644 | $7,024-62.4% | $6,427-58.9% | $4,663-43.3% |
| Participant deferral / active EE | $5,856 | $9,808-40.3% | $9,133-35.9% | $6,689-12.5% |
| Admin fee / account holder | $1,627 | $16,364-90.1% | $13,899-88.3% | $13,390-87.8% |