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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 | $101,893 | $197,637-48.4% | $177,848-42.7% | $158,982-35.9% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.7%-0.2pp | 82.0%+5.5pp |
| Annual return | 12.63% | 58.77%-46.1pp | 48.33%-35.7pp | 302.99%-290.4pp |
| Employer contribution / active EE | $4,578 | $6,698-31.7% | $5,919-22.7% | $4,763-3.9% |
| Participant deferral / active EE | $6,001 | $8,405-28.6% | $7,714-22.2% | $5,983+0.3% |
| Admin fee / account holder | $1,979 | $15,406-87.2% | $12,431-84.1% | $11,252-82.4% |