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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 | $201,370-56.3% | $184,256-52.3% | $145,897-39.7% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 10.42% | 29.05%-18.6pp | 28.85%-18.4pp | 552.29%-541.9pp |
| Employer contribution / active EE | $5,249 | $7,024-25.3% | $6,427-18.3% | $4,663+12.6% |
| Participant deferral / active EE | $5,794 | $9,808-40.9% | $9,133-36.6% | $6,689-13.4% |
| Admin fee / account holder | $2,935 | $16,364-82.1% | $13,899-78.9% | $13,390-78.1% |