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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 | $126,400 | $201,370-37.2% | $184,256-31.4% | $145,897-13.4% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 19.92% | 29.05%-9.1pp | 28.85%-8.9pp | 552.29%-532.4pp |
| Employer contribution / active EE | $6,650 | $7,024-5.3% | $6,427+3.5% | $4,663+42.6% |
| Participant deferral / active EE | $9,158 | $9,808-6.6% | $9,133+0.3% | $6,689+36.9% |
| Admin fee / account holder | $725 | $16,364-95.6% | $13,899-94.8% | $13,390-94.6% |