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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 | $126,623 | $185,905-31.9% | $170,057-25.5% | $139,487-9.2% |
| Participation rate | 78.6% | 87.8%-9.2pp | 87.0%-8.4pp | 80.3%-1.8pp |
| Annual return | 12.22% | 60.56%-48.3pp | 53.42%-41.2pp | 373.84%-361.6pp |
| Employer contribution / active EE | $2,565 | $7,597-66.2% | $6,790-62.2% | $4,755-46.1% |
| Participant deferral / active EE | $9,200 | $11,627-20.9% | $10,411-11.6% | $6,713+37.1% |
| Admin fee / account holder | $945 | $15,397-93.9% | $12,826-92.6% | $11,407-91.7% |