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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 | $201,370-58.9% | $184,256-55.0% | $145,897-43.2% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.0pp |
| Annual return | 15.11% | 29.05%-13.9pp | 28.85%-13.7pp | 552.29%-537.2pp |
| Employer contribution / active EE | $2,100 | $7,024-70.1% | $6,427-67.3% | $4,663-55.0% |
| Participant deferral / active EE | $5,074 | $9,808-48.3% | $9,133-44.4% | $6,689-24.1% |
| Admin fee / account holder | $7,308 | $16,364-55.3% | $13,899-47.4% | $13,390-45.4% |