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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 | $108,108 | $183,516-41.1% | $155,534-30.5% | $145,884-25.9% |
| Participation rate | 78.9% | 82.7%-3.8pp | 78.2%+0.7pp | 80.3%-1.4pp |
| Annual return | 9.27% | 61.43%-52.2pp | 64.92%-55.6pp | 551.85%-542.6pp |
| Employer contribution / active EE | $1,908 | $5,315-64.1% | $4,675-59.2% | $4,662-59.1% |
| Participant deferral / active EE | $7,145 | $6,467+10.5% | $5,630+26.9% | $6,690+6.8% |
| Admin fee / account holder | $42,812 | $19,293+121.9% | $15,900+169.3% | $13,392+219.7% |