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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 | $106,941 | $209,336-48.9% | $197,124-45.7% | $137,256-22.1% |
| Participation rate | 78.9% | 87.3%-8.4pp | 86.7%-7.8pp | 80.0%-1.0pp |
| Annual return | 17.02% | 48.09%-31.1pp | 44.34%-27.3pp | 220.34%-203.3pp |
| Employer contribution / active EE | $6,455 | $6,591-2.1% | $6,227+3.7% | $4,156+55.3% |
| Participant deferral / active EE | $12,778 | $9,614+32.9% | $9,135+39.9% | $6,407+99.4% |
| Admin fee / account holder | $831 | $17,308-95.2% | $16,298-94.9% | $12,270-93.2% |