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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 | $227,291-56.2% | $214,702-53.6% | $155,188-35.8% |
| Participation rate | 77.8% | 88.0%-10.2pp | 87.5%-9.7pp | 80.8%-3.0pp |
| Annual return | 18.33% | 60.08%-41.7pp | 54.55%-36.2pp | 148.84%-130.5pp |
| Employer contribution / active EE | $2,375 | $6,772-64.9% | $6,461-63.2% | $4,248-44.1% |
| Participant deferral / active EE | $9,378 | $9,582-2.1% | $9,147+2.5% | $6,531+43.6% |
| Admin fee / account holder | $10,069 | $20,413-50.7% | $19,830-49.2% | $14,480-30.5% |