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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 | $127,671 | $166,131-23.2% | $164,975-22.6% | $145,877-12.5% |
| Participation rate | 77.8% | 82.0%-4.2pp | 78.6%-0.8pp | 80.3%-2.5pp |
| Annual return | 17.10% | 100.37%-83.3pp | 70.12%-53.0pp | 551.28%-534.2pp |
| Employer contribution / active EE | $1,450 | $5,276-72.5% | $4,343-66.6% | $4,663-68.9% |
| Participant deferral / active EE | $6,118 | $6,962-12.1% | $6,033+1.4% | $6,691-8.6% |
| Admin fee / account holder | $1,087 | $16,648-93.5% | $12,688-91.4% | $13,402-91.9% |