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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 | $106,982 | $201,264-46.8% | $184,185-41.9% | $145,978-26.7% |
| Participation rate | 85.0% | 87.5%-2.5pp | 86.8%-1.8pp | 80.3%+4.7pp |
| Annual return | 15.97% | 29.00%-13.0pp | 28.81%-12.8pp | 550.52%-534.5pp |
| Employer contribution / active EE | $5,850 | $7,021-16.7% | $6,426-9.0% | $4,662+25.5% |
| Participant deferral / active EE | $10,158 | $9,806+3.6% | $9,132+11.2% | $6,690+51.8% |
| Admin fee / account holder | $861 | $16,376-94.7% | $13,909-93.8% | $13,400-93.6% |