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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 | $36,260 | $185,312-80.4% | $161,489-77.5% | $154,746-76.6% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.7%+1.3pp | 80.7%-0.7pp |
| Annual return | 15.02% | 103.84%-88.8pp | 89.72%-74.7pp | 172.34%-157.3pp |
| Employer contribution / active EE | $6,817 | $4,769+42.9% | $4,268+59.7% | $4,379+55.7% |
| Participant deferral / active EE | $10,571 | $6,350+66.5% | $5,630+87.8% | $6,730+57.1% |
| Admin fee / account holder | $10,060 | $18,654-46.1% | $16,006-37.1% | $14,365-30.0% |