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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 | $112,824 | $209,336-46.1% | $197,124-42.8% | $137,256-17.8% |
| Participation rate | 81.3% | 87.3%-6.1pp | 86.7%-5.5pp | 80.0%+1.3pp |
| Annual return | 37.74% | 48.09%-10.3pp | 44.34%-6.6pp | 220.34%-182.6pp |
| Employer contribution / active EE | $2,452 | $6,591-62.8% | $6,227-60.6% | $4,156-41.0% |
| Participant deferral / active EE | $5,885 | $9,614-38.8% | $9,135-35.6% | $6,407-8.1% |
| Admin fee / account holder | $373 | $17,308-97.8% | $16,298-97.7% | $12,270-97.0% |