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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 | $130,855 | $227,597-42.5% | $189,575-31.0% | $167,536-21.9% |
| Participation rate | 78.6% | 82.5%-3.9pp | 78.4%+0.1pp | 82.1%-3.5pp |
| Annual return | 17.70% | 78.44%-60.7pp | 64.19%-46.5pp | 478.82%-461.1pp |
| Employer contribution / active EE | $1,699 | $5,316-68.0% | $4,412-61.5% | $4,839-64.9% |
| Participant deferral / active EE | $7,456 | $7,002+6.5% | $6,174+20.8% | $6,342+17.6% |
| Admin fee / account holder | $1,241 | $11,877-89.5% | $9,806-87.3% | $12,315-89.9% |