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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 | $96,815 | $181,062-46.5% | $158,223-38.8% | $155,188-37.6% |
| Participation rate | 75.0% | 82.7%-7.7pp | 79.2%-4.2pp | 80.8%-5.8pp |
| Annual return | 21.23% | 57.39%-36.2pp | 52.09%-30.9pp | 148.84%-127.6pp |
| Employer contribution / active EE | $1,556 | $4,565-65.9% | $4,109-62.1% | $4,248-63.4% |
| Participant deferral / active EE | $9,731 | $6,134+58.6% | $5,467+78.0% | $6,531+49.0% |
| Admin fee / account holder | $406 | $18,825-97.8% | $16,047-97.5% | $14,480-97.2% |