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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 | $114,927 | $178,174-35.5% | $156,181-26.4% | $137,256-16.3% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.8%-3.8pp | 80.0%-5.0pp |
| Annual return | 14.93% | 84.19%-69.3pp | 64.87%-49.9pp | 220.34%-205.4pp |
| Employer contribution / active EE | $2,427 | $4,972-51.2% | $4,294-43.5% | $4,156-41.6% |
| Participant deferral / active EE | $8,998 | $6,888+30.6% | $6,132+46.7% | $6,407+40.4% |
| Admin fee / account holder | $1,118 | $17,404-93.6% | $14,586-92.3% | $12,270-90.9% |