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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 | $92,961 | $211,239-56.0% | $178,528-47.9% | $145,877-36.3% |
| Participation rate | 72.7% | 80.8%-8.1pp | 77.1%-4.4pp | 80.3%-7.6pp |
| Annual return | 21.82% | 30.22%-8.4pp | 27.11%-5.3pp | 551.28%-529.5pp |
| Employer contribution / active EE | $8,408 | $4,570+84.0% | $3,950+112.8% | $4,663+80.3% |
| Participant deferral / active EE | $3,678 | $6,963-47.2% | $6,278-41.4% | $6,691-45.0% |
| Admin fee / account holder | $3,553 | $12,095-70.6% | $10,419-65.9% | $13,402-73.5% |