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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 | $115,001 | $223,823-48.6% | $211,142-45.5% | $154,746-25.7% |
| Participation rate | 83.3% | 87.9%-4.5pp | 87.3%-4.0pp | 80.7%+2.6pp |
| Annual return | 16.27% | 50.39%-34.1pp | 46.84%-30.6pp | 172.34%-156.1pp |
| Employer contribution / active EE | $11,200 | $6,787+65.0% | $6,442+73.9% | $4,379+155.8% |
| Participant deferral / active EE | $9,312 | $9,750-4.5% | $9,284+0.3% | $6,730+38.4% |
| Admin fee / account holder | $1,197 | $19,707-93.9% | $19,076-93.7% | $14,365-91.7% |