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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 | $107,368 | $212,386-49.4% | $199,883-46.3% | $138,895-22.7% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.8%-6.8pp | 79.9%+0.1pp |
| Annual return | 19.00% | 47.75%-28.7pp | 43.81%-24.8pp | 145.39%-126.4pp |
| Employer contribution / active EE | $9,779 | $6,625+47.6% | $6,261+56.2% | $4,194+133.1% |
| Participant deferral / active EE | $7,309 | $9,617-24.0% | $9,138-20.0% | $6,396+14.3% |
| Admin fee / account holder | $520 | $18,233-97.1% | $17,268-97.0% | $12,562-95.9% |