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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 | $84,762 | $162,136-47.7% | $152,301-44.3% | $154,746-45.2% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 20.08% | 91.02%-70.9pp | 80.50%-60.4pp | 172.34%-152.3pp |
| Employer contribution / active EE | $6,595 | $4,890+34.9% | $4,624+42.6% | $4,379+50.6% |
| Participant deferral / active EE | $10,377 | $8,341+24.4% | $8,004+29.6% | $6,730+54.2% |
| Admin fee / account holder | $6,113 | $15,759-61.2% | $14,398-57.5% | $14,365-57.4% |