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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 | $88,780 | $209,336-57.6% | $197,124-55.0% | $137,256-35.3% |
| Participation rate | 83.3% | 87.3%-4.0pp | 86.7%-3.4pp | 80.0%+3.4pp |
| Annual return | 26.74% | 48.09%-21.3pp | 44.34%-17.6pp | 220.34%-193.6pp |
| Employer contribution / active EE | $5,500 | $6,591-16.5% | $6,227-11.7% | $4,156+32.3% |
| Participant deferral / active EE | $13,913 | $9,614+44.7% | $9,135+52.3% | $6,407+117.2% |
| Admin fee / account holder | $3,021 | $17,308-82.5% | $16,298-81.5% | $12,270-75.4% |