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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 | $209,336-44.6% | $197,124-41.1% | $137,256-15.5% |
| Participation rate | 75.0% | 87.3%-12.3pp | 86.7%-11.7pp | 80.0%-5.0pp |
| Annual return | 21.03% | 48.09%-27.1pp | 44.34%-23.3pp | 220.34%-199.3pp |
| Employer contribution / active EE | $2,125 | $6,591-67.8% | $6,227-65.9% | $4,156-48.9% |
| Participant deferral / active EE | $11,246 | $9,614+17.0% | $9,135+23.1% | $6,407+75.5% |
| Admin fee / account holder | $735 | $17,308-95.8% | $16,298-95.5% | $12,270-94.0% |