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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 | $102,748 | $185,312-44.6% | $161,489-36.4% | $154,746-33.6% |
| Participation rate | 77.8% | 82.5%-4.7pp | 78.7%-0.9pp | 80.7%-2.9pp |
| Annual return | 17.74% | 103.84%-86.1pp | 89.72%-72.0pp | 172.34%-154.6pp |
| Employer contribution / active EE | $8,233 | $4,769+72.6% | $4,268+92.9% | $4,379+88.0% |
| Participant deferral / active EE | $9,531 | $6,350+50.1% | $5,630+69.3% | $6,730+41.6% |
| Admin fee / account holder | $4,097 | $18,654-78.0% | $16,006-74.4% | $14,365-71.5% |