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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 | $101,594 | $183,516-44.6% | $155,534-34.7% | $145,884-30.4% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 15.22% | 61.43%-46.2pp | 64.92%-49.7pp | 551.85%-536.6pp |
| Employer contribution / active EE | $2,992 | $5,315-43.7% | $4,675-36.0% | $4,662-35.8% |
| Participant deferral / active EE | $8,980 | $6,467+38.9% | $5,630+59.5% | $6,690+34.2% |
| Admin fee / account holder | $1,325 | $19,293-93.1% | $15,900-91.7% | $13,392-90.1% |