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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 | $93,855 | $183,516-48.9% | $155,534-39.7% | $145,884-35.7% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 17.21% | 61.43%-44.2pp | 64.92%-47.7pp | 551.85%-534.6pp |
| Employer contribution / active EE | $1,415 | $5,315-73.4% | $4,675-69.7% | $4,662-69.7% |
| Participant deferral / active EE | $14,363 | $6,467+122.1% | $5,630+155.1% | $6,690+114.7% |
| Admin fee / account holder | $741 | $19,293-96.2% | $15,900-95.3% | $13,392-94.5% |