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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 | $100,004 | $209,336-52.2% | $197,124-49.3% | $137,256-27.1% |
| Participation rate | 70.6% | 87.3%-16.7pp | 86.7%-16.1pp | 80.0%-9.4pp |
| Annual return | 22.73% | 48.09%-25.4pp | 44.34%-21.6pp | 220.34%-197.6pp |
| Employer contribution / active EE | $7,397 | $6,591+12.2% | $6,227+18.8% | $4,156+78.0% |
| Participant deferral / active EE | $15,598 | $9,614+62.2% | $9,135+70.8% | $6,407+143.5% |
| Admin fee / account holder | $4,216 | $17,308-75.6% | $16,298-74.1% | $12,270-65.6% |