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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 | $79,517 | $155,555-48.9% | $146,866-45.9% | $155,188-48.8% |
| Participation rate | 72.7% | 84.0%-11.2pp | 82.5%-9.8pp | 80.8%-8.1pp |
| Annual return | 20.66% | 115.41%-94.8pp | 102.85%-82.2pp | 148.84%-128.2pp |
| Employer contribution / active EE | $7,814 | $4,647+68.2% | $4,425+76.6% | $4,248+84.0% |
| Participant deferral / active EE | $12,057 | $8,044+49.9% | $7,759+55.4% | $6,531+84.6% |
| Admin fee / account holder | $1,041 | $14,755-92.9% | $13,620-92.4% | $14,480-92.8% |