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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 | $95,065 | $154,228-38.4% | $145,433-34.6% | $137,256-30.7% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 15.94% | 74.59%-58.6pp | 66.58%-50.6pp | 220.34%-204.4pp |
| Employer contribution / active EE | $1,465 | $4,804-69.5% | $4,554-67.8% | $4,156-64.8% |
| Participant deferral / active EE | $6,265 | $8,216-23.8% | $7,897-20.7% | $6,407-2.2% |
| Admin fee / account holder | $52,575 | $14,344+266.5% | $13,129+300.4% | $12,270+328.5% |