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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 | $133,257 | $212,386-37.3% | $199,883-33.3% | $138,895-4.1% |
| Participation rate | 70.0% | 87.4%-17.4pp | 86.8%-16.8pp | 79.9%-9.9pp |
| Annual return | 21.98% | 47.75%-25.8pp | 43.81%-21.8pp | 145.39%-123.4pp |
| Employer contribution / active EE | $5,254 | $6,625-20.7% | $6,261-16.1% | $4,194+25.3% |
| Participant deferral / active EE | $8,884 | $9,617-7.6% | $9,138-2.8% | $6,396+38.9% |
| Admin fee / account holder | $1,122 | $18,233-93.8% | $17,268-93.5% | $12,562-91.1% |