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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 | $118,551 | $201,372-41.1% | $184,260-35.7% | $145,884-18.7% |
| Participation rate | 77.8% | 87.5%-9.7pp | 86.8%-9.0pp | 80.3%-2.5pp |
| Annual return | 15.96% | 29.04%-13.1pp | 28.84%-12.9pp | 551.85%-535.9pp |
| Employer contribution / active EE | $4,049 | $7,024-42.4% | $6,427-37.0% | $4,662-13.2% |
| Participant deferral / active EE | $7,342 | $9,808-25.1% | $9,133-19.6% | $6,690+9.7% |
| Admin fee / account holder | $594 | $16,362-96.4% | $13,898-95.7% | $13,392-95.6% |