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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 | $89,421 | $212,386-57.9% | $199,883-55.3% | $138,895-35.6% |
| Participation rate | 77.8% | 87.4%-9.6pp | 86.8%-9.0pp | 79.9%-2.1pp |
| Annual return | 22.79% | 47.75%-25.0pp | 43.81%-21.0pp | 145.39%-122.6pp |
| Employer contribution / active EE | $4,338 | $6,625-34.5% | $6,261-30.7% | $4,194+3.4% |
| Participant deferral / active EE | $7,568 | $9,617-21.3% | $9,138-17.2% | $6,396+18.3% |
| Admin fee / account holder | $1,397 | $18,233-92.3% | $17,268-91.9% | $12,562-88.9% |