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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 | $107,511 | $162,821-34.0% | $133,978-19.8% | $158,982-32.4% |
| Participation rate | 79.2% | 83.2%-4.1pp | 79.8%-0.7pp | 82.0%-2.8pp |
| Annual return | 18.55% | 41.95%-23.4pp | 45.10%-26.6pp | 302.99%-284.4pp |
| Employer contribution / active EE | $2,588 | $4,976-48.0% | $3,919-34.0% | $4,763-45.7% |
| Participant deferral / active EE | $7,967 | $5,910+34.8% | $5,047+57.9% | $5,983+33.2% |
| Admin fee / account holder | $3,434 | $11,742-70.8% | $8,930-61.5% | $11,252-69.5% |