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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 | $85,549 | $209,336-59.1% | $197,124-56.6% | $137,256-37.7% |
| Participation rate | 78.6% | 87.3%-8.7pp | 86.7%-8.1pp | 80.0%-1.4pp |
| Annual return | 13.44% | 48.09%-34.7pp | 44.34%-30.9pp | 220.34%-206.9pp |
| Employer contribution / active EE | $4,669 | $6,591-29.2% | $6,227-25.0% | $4,156+12.3% |
| Participant deferral / active EE | $5,982 | $9,614-37.8% | $9,135-34.5% | $6,407-6.6% |
| Admin fee / account holder | $3,771 | $17,308-78.2% | $16,298-76.9% | $12,270-69.3% |