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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 | $223,823-60.3% | $211,142-58.0% | $154,746-42.6% |
| Participation rate | 83.3% | 87.9%-4.5pp | 87.3%-4.0pp | 80.7%+2.6pp |
| Annual return | 26.74% | 50.39%-23.7pp | 46.84%-20.1pp | 172.34%-145.6pp |
| Employer contribution / active EE | $5,500 | $6,787-19.0% | $6,442-14.6% | $4,379+25.6% |
| Participant deferral / active EE | $13,913 | $9,750+42.7% | $9,284+49.9% | $6,730+106.7% |
| Admin fee / account holder | $3,021 | $19,707-84.7% | $19,076-84.2% | $14,365-79.0% |