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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 | $64,300 | $197,637-67.5% | $177,848-63.8% | $158,982-59.6% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 9.22% | 58.77%-49.5pp | 48.33%-39.1pp | 302.99%-293.8pp |
| Employer contribution / active EE | $2,122 | $6,698-68.3% | $5,919-64.2% | $4,763-55.5% |
| Participant deferral / active EE | $9,301 | $8,405+10.7% | $7,714+20.6% | $5,983+55.4% |
| Admin fee / account holder | $13,309 | $15,406-13.6% | $12,431+7.1% | $11,252+18.3% |