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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 | $101,857 | $183,516-44.5% | $155,534-34.5% | $145,884-30.2% |
| Participation rate | 76.5% | 82.7%-6.2pp | 78.2%-1.7pp | 80.3%-3.8pp |
| Annual return | 10.71% | 61.43%-50.7pp | 64.92%-54.2pp | 551.85%-541.1pp |
| Employer contribution / active EE | $1,298 | $5,315-75.6% | $4,675-72.2% | $4,662-72.2% |
| Participant deferral / active EE | $2,749 | $6,467-57.5% | $5,630-51.2% | $6,690-58.9% |
| Admin fee / account holder | $344 | $19,293-98.2% | $15,900-97.8% | $13,392-97.4% |