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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 | $115,578 | $183,516-37.0% | $155,534-25.7% | $145,884-20.8% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 14.28% | 61.43%-47.1pp | 64.92%-50.6pp | 551.85%-537.6pp |
| Employer contribution / active EE | $4,237 | $5,315-20.3% | $4,675-9.4% | $4,662-9.1% |
| Participant deferral / active EE | $9,847 | $6,467+52.3% | $5,630+74.9% | $6,690+47.2% |
| Admin fee / account holder | $977 | $19,293-94.9% | $15,900-93.9% | $13,392-92.7% |