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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 | $152,669 | $223,823-31.8% | $211,142-27.7% | $154,746-1.3% |
| Participation rate | 75.0% | 87.9%-12.9pp | 87.3%-12.3pp | 80.7%-5.7pp |
| Annual return | 26.44% | 50.39%-24.0pp | 46.84%-20.4pp | 172.34%-145.9pp |
| Employer contribution / active EE | $21,239 | $6,787+213.0% | $6,442+229.7% | $4,379+385.0% |
| Participant deferral / active EE | $8,873 | $9,750-9.0% | $9,284-4.4% | $6,730+31.8% |
| Admin fee / account holder | $428 | $19,707-97.8% | $19,076-97.8% | $14,365-97.0% |