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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 | $183,516-40.4% | $155,534-29.7% | $145,884-25.0% |
| Participation rate | 78.9% | 82.7%-3.8pp | 78.2%+0.7pp | 80.3%-1.4pp |
| Annual return | 10.35% | 61.43%-51.1pp | 64.92%-54.6pp | 551.85%-541.5pp |
| Employer contribution / active EE | $1,396 | $5,315-73.7% | $4,675-70.1% | $4,662-70.1% |
| Participant deferral / active EE | $2,737 | $6,467-57.7% | $5,630-51.4% | $6,690-59.1% |
| Admin fee / account holder | $2,121 | $19,293-89.0% | $15,900-86.7% | $13,392-84.2% |