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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 | $10,581 | $97,125-89.1% | $86,233-87.7% | $137,256-92.3% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.0%+6.0pp | 80.0%-5.0pp |
| Annual return | 17.70% | 74.19%-56.5pp | 61.39%-43.7pp | 220.34%-202.6pp |
| Employer contribution / active EE | $2,687 | $2,841-5.4% | $2,504+7.3% | $4,156-35.3% |
| Participant deferral / active EE | $6,793 | $5,180+31.1% | $4,559+49.0% | $6,407+6.0% |
| Admin fee / account holder | $9,360 | $9,725-3.7% | $8,342+12.2% | $12,270-23.7% |