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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 | $223,823-52.2% | $211,142-49.4% | $154,746-30.9% |
| Participation rate | 78.9% | 87.9%-8.9pp | 87.3%-8.3pp | 80.7%-1.8pp |
| Annual return | 17.02% | 50.39%-33.4pp | 46.84%-29.8pp | 172.34%-155.3pp |
| Employer contribution / active EE | $6,455 | $6,787-4.9% | $6,442+0.2% | $4,379+47.4% |
| Participant deferral / active EE | $12,778 | $9,750+31.0% | $9,284+37.6% | $6,730+89.9% |
| Admin fee / account holder | $831 | $19,707-95.8% | $19,076-95.6% | $14,365-94.2% |