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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 | $100,519 | $211,288-52.4% | $178,540-43.7% | $145,884-31.1% |
| Participation rate | 70.0% | 80.8%-10.8pp | 77.1%-7.1pp | 80.3%-10.3pp |
| Annual return | 21.12% | 30.27%-9.2pp | 27.15%-6.0pp | 551.85%-530.7pp |
| Employer contribution / active EE | $2,642 | $4,574-42.2% | $3,953-33.2% | $4,662-43.3% |
| Participant deferral / active EE | $6,084 | $6,967-12.7% | $6,281-3.1% | $6,690-9.0% |
| Admin fee / account holder | $486 | $12,105-96.0% | $10,424-95.3% | $13,392-96.4% |