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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 | $212,386-45.9% | $199,883-42.5% | $138,895-17.2% |
| Participation rate | 83.3% | 87.4%-4.0pp | 86.8%-3.4pp | 79.9%+3.4pp |
| Annual return | 16.27% | 47.75%-31.5pp | 43.81%-27.5pp | 145.39%-129.1pp |
| Employer contribution / active EE | $11,200 | $6,625+69.1% | $6,261+78.9% | $4,194+167.0% |
| Participant deferral / active EE | $9,312 | $9,617-3.2% | $9,138+1.9% | $6,396+45.6% |
| Admin fee / account holder | $1,197 | $18,233-93.4% | $17,268-93.1% | $12,562-90.5% |