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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 | $106,676 | $201,264-47.0% | $184,185-42.1% | $145,978-26.9% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 14.71% | 29.00%-14.3pp | 28.81%-14.1pp | 550.52%-535.8pp |
| Employer contribution / active EE | $6,237 | $7,021-11.2% | $6,426-2.9% | $4,662+33.8% |
| Participant deferral / active EE | $14,249 | $9,806+45.3% | $9,132+56.0% | $6,690+113.0% |
| Admin fee / account holder | $1,173 | $16,376-92.8% | $13,909-91.6% | $13,400-91.2% |