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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 | $100,121 | $185,883-46.1% | $170,043-41.1% | $139,466-28.2% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 21.14% | 60.54%-39.4pp | 53.40%-32.3pp | 373.66%-352.5pp |
| Employer contribution / active EE | $2,220 | $7,596-70.8% | $6,790-67.3% | $4,754-53.3% |
| Participant deferral / active EE | $3,151 | $11,626-72.9% | $10,410-69.7% | $6,712-53.1% |
| Admin fee / account holder | $648 | $15,393-95.8% | $12,824-94.9% | $11,409-94.3% |