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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 | $88,582 | $127,273-30.4% | $109,895-19.4% | $167,518-47.1% |
| Participation rate | 77.8% | 77.9%-0.1pp | 74.2%+3.6pp | 82.1%-4.3pp |
| Annual return | 22.26% | 22.97%-0.7pp | 29.46%-7.2pp | 478.71%-456.4pp |
| Employer contribution / active EE | $2,925 | $3,324-12.0% | $2,843+2.9% | $4,838-39.5% |
| Participant deferral / active EE | $7,281 | $4,515+61.3% | $4,049+79.8% | $6,342+14.8% |
| Admin fee / account holder | $1,311 | $7,117-81.6% | $6,067-78.4% | $12,312-89.4% |