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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 | $223,823-60.0% | $211,142-57.6% | $154,746-42.2% |
| Participation rate | 77.8% | 87.9%-10.1pp | 87.3%-9.5pp | 80.7%-2.9pp |
| Annual return | 22.79% | 50.39%-27.6pp | 46.84%-24.0pp | 172.34%-149.5pp |
| Employer contribution / active EE | $4,338 | $6,787-36.1% | $6,442-32.7% | $4,379-0.9% |
| Participant deferral / active EE | $7,568 | $9,750-22.4% | $9,284-18.5% | $6,730+12.4% |
| Admin fee / account holder | $1,397 | $19,707-92.9% | $19,076-92.7% | $14,365-90.3% |