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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 | $92,601 | $185,312-50.0% | $161,489-42.7% | $154,746-40.2% |
| Participation rate | 72.7% | 82.5%-9.7pp | 78.7%-6.0pp | 80.7%-8.0pp |
| Annual return | 17.11% | 103.84%-86.7pp | 89.72%-72.6pp | 172.34%-155.2pp |
| Employer contribution / active EE | $1,250 | $4,769-73.8% | $4,268-70.7% | $4,379-71.4% |
| Participant deferral / active EE | $6,028 | $6,350-5.1% | $5,630+7.1% | $6,730-10.4% |
| Admin fee / account holder | $8,496 | $18,654-54.5% | $16,006-46.9% | $14,365-40.9% |