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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 | $112,768 | $185,312-39.1% | $161,489-30.2% | $154,746-27.1% |
| Participation rate | 70.0% | 82.5%-12.5pp | 78.7%-8.7pp | 80.7%-10.7pp |
| Annual return | 20.34% | 103.84%-83.5pp | 89.72%-69.4pp | 172.34%-152.0pp |
| Employer contribution / active EE | $2,572 | $4,769-46.1% | $4,268-39.8% | $4,379-41.3% |
| Participant deferral / active EE | $7,284 | $6,350+14.7% | $5,630+29.4% | $6,730+8.2% |
| Admin fee / account holder | $33,682 | $18,654+80.6% | $16,006+110.4% | $14,365+134.5% |