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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 | $227,291-41.4% | $214,702-37.9% | $155,188-14.1% |
| Participation rate | 70.0% | 88.0%-18.0pp | 87.5%-17.5pp | 80.8%-10.8pp |
| Annual return | 21.98% | 60.08%-38.1pp | 54.55%-32.6pp | 148.84%-126.9pp |
| Employer contribution / active EE | $5,254 | $6,772-22.4% | $6,461-18.7% | $4,248+23.7% |
| Participant deferral / active EE | $8,884 | $9,582-7.3% | $9,147-2.9% | $6,531+36.0% |
| Admin fee / account holder | $1,122 | $20,413-94.5% | $19,830-94.3% | $14,480-92.2% |