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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 | $113,496 | $212,386-46.6% | $199,883-43.2% | $138,895-18.3% |
| Participation rate | 77.8% | 87.4%-9.6pp | 86.8%-9.0pp | 79.9%-2.1pp |
| Annual return | 15.10% | 47.75%-32.6pp | 43.81%-28.7pp | 145.39%-130.3pp |
| Employer contribution / active EE | $8,800 | $6,625+32.8% | $6,261+40.5% | $4,194+109.8% |
| Participant deferral / active EE | $17,954 | $9,617+86.7% | $9,138+96.5% | $6,396+180.7% |
| Admin fee / account holder | $7,373 | $18,233-59.6% | $17,268-57.3% | $12,562-41.3% |