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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 | $87,940 | $201,344-56.3% | $184,243-52.3% | $145,877-39.7% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 10.42% | 29.01%-18.6pp | 28.82%-18.4pp | 551.28%-540.9pp |
| Employer contribution / active EE | $5,249 | $7,022-25.3% | $6,427-18.3% | $4,663+12.6% |
| Participant deferral / active EE | $5,794 | $9,807-40.9% | $9,132-36.6% | $6,691-13.4% |
| Admin fee / account holder | $2,935 | $16,382-82.1% | $13,914-78.9% | $13,402-78.1% |