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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 | $223,823-40.5% | $211,142-36.9% | $154,746-13.9% |
| Participation rate | 70.0% | 87.9%-17.9pp | 87.3%-17.3pp | 80.7%-10.7pp |
| Annual return | 21.98% | 50.39%-28.4pp | 46.84%-24.9pp | 172.34%-150.4pp |
| Employer contribution / active EE | $5,254 | $6,787-22.6% | $6,442-18.4% | $4,379+20.0% |
| Participant deferral / active EE | $8,884 | $9,750-8.9% | $9,284-4.3% | $6,730+32.0% |
| Admin fee / account holder | $1,122 | $19,707-94.3% | $19,076-94.1% | $14,365-92.2% |