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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 | $116,046 | $275,752-57.9% | $256,809-54.8% | $198,609-41.6% |
| Participation rate | 75.0% | 89.2%-14.2pp | 88.5%-13.5pp | 82.4%-7.4pp |
| Annual return | 21.03% | 34.81%-13.8pp | 32.73%-11.7pp | 202.70%-181.7pp |
| Employer contribution / active EE | $2,125 | $7,721-72.5% | $7,263-70.7% | $5,055-58.0% |
| Participant deferral / active EE | $11,246 | $10,037+12.0% | $9,520+18.1% | $6,977+61.2% |
| Admin fee / account holder | $735 | $25,716-97.1% | $25,146-97.1% | $19,030-96.1% |