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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 | $104,747 | $148,629-29.5% | $135,982-23.0% | $139,487-24.9% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 22.97% | 79.33%-56.4pp | 68.32%-45.4pp | 373.84%-350.9pp |
| Employer contribution / active EE | $3,183 | $5,247-39.3% | $4,859-34.5% | $4,755-33.1% |
| Participant deferral / active EE | $14,546 | $8,102+79.5% | $7,760+87.5% | $6,713+116.7% |
| Admin fee / account holder | $1,444 | $12,406-88.4% | $10,767-86.6% | $11,407-87.3% |