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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 | $82,853 | $201,344-58.8% | $184,243-55.0% | $145,877-43.2% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.0pp |
| Annual return | 15.11% | 29.01%-13.9pp | 28.82%-13.7pp | 551.28%-536.2pp |
| Employer contribution / active EE | $2,100 | $7,022-70.1% | $6,427-67.3% | $4,663-55.0% |
| Participant deferral / active EE | $5,074 | $9,807-48.3% | $9,132-44.4% | $6,691-24.2% |
| Admin fee / account holder | $7,308 | $16,382-55.4% | $13,914-47.5% | $13,402-45.5% |