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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 | $154,556 | $209,336-26.2% | $197,124-21.6% | $137,256+12.6% |
| Participation rate | 71.4% | 87.3%-15.9pp | 86.7%-15.3pp | 80.0%-8.5pp |
| Annual return | 14.26% | 48.09%-33.8pp | 44.34%-30.1pp | 220.34%-206.1pp |
| Employer contribution / active EE | $4,762 | $6,591-27.7% | $6,227-23.5% | $4,156+14.6% |
| Participant deferral / active EE | $0 | $9,614-100.0% | $9,135-100.0% | $6,407-100.0% |
| Admin fee / account holder | $2,208 | $17,308-87.2% | $16,298-86.5% | $12,270-82.0% |