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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 | $152,434 | $223,823-31.9% | $211,142-27.8% | $154,746-1.5% |
| Participation rate | 75.0% | 87.9%-12.9pp | 87.3%-12.3pp | 80.7%-5.7pp |
| Annual return | 14.69% | 50.39%-35.7pp | 46.84%-32.1pp | 172.34%-157.6pp |
| Employer contribution / active EE | $3,132 | $6,787-53.9% | $6,442-51.4% | $4,379-28.5% |
| Participant deferral / active EE | $12,178 | $9,750+24.9% | $9,284+31.2% | $6,730+80.9% |
| Admin fee / account holder | $4,080 | $19,707-79.3% | $19,076-78.6% | $14,365-71.6% |