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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 | $103,480 | $154,365-33.0% | $130,231-20.5% | $139,466-25.8% |
| Participation rate | 83.3% | 79.9%+3.4pp | 76.3%+7.1pp | 80.3%+3.0pp |
| Annual return | 9.77% | 30.53%-20.8pp | 38.86%-29.1pp | 373.66%-363.9pp |
| Employer contribution / active EE | $13,468 | $5,170+160.5% | $4,126+226.4% | $4,754+183.3% |
| Participant deferral / active EE | $9,913 | $8,498+16.6% | $6,799+45.8% | $6,712+47.7% |
| Admin fee / account holder | $1,604 | $9,214-82.6% | $6,020-73.3% | $11,409-85.9% |