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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 | $99,558 | $212,386-53.1% | $199,883-50.2% | $138,895-28.3% |
| Participation rate | 77.8% | 87.4%-9.6pp | 86.8%-9.0pp | 79.9%-2.1pp |
| Annual return | 18.33% | 47.75%-29.4pp | 43.81%-25.5pp | 145.39%-127.1pp |
| Employer contribution / active EE | $2,375 | $6,625-64.2% | $6,261-62.1% | $4,194-43.4% |
| Participant deferral / active EE | $9,378 | $9,617-2.5% | $9,138+2.6% | $6,396+46.6% |
| Admin fee / account holder | $10,069 | $18,233-44.8% | $17,268-41.7% | $12,562-19.9% |