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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 | $89,015 | $201,370-55.8% | $184,256-51.7% | $145,897-39.0% |
| Participation rate | 92.3% | 87.5%+4.8pp | 86.8%+5.5pp | 80.3%+12.0pp |
| Annual return | 15.44% | 29.05%-13.6pp | 28.85%-13.4pp | 552.29%-536.9pp |
| Employer contribution / active EE | $3,014 | $7,024-57.1% | $6,427-53.1% | $4,663-35.4% |
| Participant deferral / active EE | $10,486 | $9,808+6.9% | $9,133+14.8% | $6,689+56.8% |
| Admin fee / account holder | $2,795 | $16,364-82.9% | $13,899-79.9% | $13,390-79.1% |