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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 | $113,251 | $201,370-43.8% | $184,256-38.5% | $145,897-22.4% |
| Participation rate | 90.0% | 87.5%+2.5pp | 86.8%+3.2pp | 80.3%+9.7pp |
| Annual return | 13.82% | 29.05%-15.2pp | 28.85%-15.0pp | 552.29%-538.5pp |
| Employer contribution / active EE | $4,503 | $7,024-35.9% | $6,427-29.9% | $4,663-3.4% |
| Participant deferral / active EE | $8,805 | $9,808-10.2% | $9,133-3.6% | $6,689+31.6% |
| Admin fee / account holder | $1,494 | $16,364-90.9% | $13,899-89.3% | $13,390-88.8% |