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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 | $114,513 | $227,399-49.6% | $189,758-39.7% | $198,609-42.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 79.8%-4.8pp | 82.4%-7.4pp |
| Annual return | 13.34% | 61.03%-47.7pp | 52.62%-39.3pp | 202.70%-189.4pp |
| Employer contribution / active EE | $2,034 | $5,526-63.2% | $4,767-57.3% | $5,055-59.8% |
| Participant deferral / active EE | $9,396 | $6,837+37.4% | $5,856+60.4% | $6,977+34.7% |
| Admin fee / account holder | $17,318 | $25,162-31.2% | $20,388-15.1% | $19,030-9.0% |