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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 | $112,226 | $211,288-46.9% | $178,540-37.1% | $145,884-23.1% |
| Participation rate | 71.4% | 80.8%-9.4pp | 77.1%-5.7pp | 80.3%-8.9pp |
| Annual return | 18.47% | 30.27%-11.8pp | 27.15%-8.7pp | 551.85%-533.4pp |
| Employer contribution / active EE | $10,687 | $4,574+133.7% | $3,953+170.4% | $4,662+129.2% |
| Participant deferral / active EE | $11,643 | $6,967+67.1% | $6,281+85.4% | $6,690+74.0% |
| Admin fee / account holder | $1,473 | $12,105-87.8% | $10,424-85.9% | $13,392-89.0% |