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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 | $174,647 | $185,883-6.0% | $170,043+2.7% | $139,466+25.2% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 12.48% | 60.54%-48.1pp | 53.40%-40.9pp | 373.66%-361.2pp |
| Employer contribution / active EE | $2,082 | $7,596-72.6% | $6,790-69.3% | $4,754-56.2% |
| Participant deferral / active EE | $5,487 | $11,626-52.8% | $10,410-47.3% | $6,712-18.3% |
| Admin fee / account holder | $787 | $15,393-94.9% | $12,824-93.9% | $11,409-93.1% |