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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 | $109,368 | $183,592-40.4% | $155,574-29.7% | $145,877-25.0% |
| Participation rate | 78.9% | 82.7%-3.8pp | 78.2%+0.7pp | 80.3%-1.4pp |
| Annual return | 10.35% | 61.37%-51.0pp | 64.87%-54.5pp | 551.28%-540.9pp |
| Employer contribution / active EE | $1,396 | $5,317-73.7% | $4,676-70.1% | $4,663-70.1% |
| Participant deferral / active EE | $2,737 | $6,466-57.7% | $5,629-51.4% | $6,691-59.1% |
| Admin fee / account holder | $2,121 | $19,316-89.0% | $15,914-86.7% | $13,402-84.2% |