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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 | $102,204 | $181,062-43.6% | $158,223-35.4% | $155,188-34.1% |
| Participation rate | 80.0% | 82.7%-2.7pp | 79.2%+0.8pp | 80.8%-0.8pp |
| Annual return | 47.15% | 57.39%-10.2pp | 52.09%-4.9pp | 148.84%-101.7pp |
| Employer contribution / active EE | $2,082 | $4,565-54.4% | $4,109-49.3% | $4,248-51.0% |
| Participant deferral / active EE | $10,674 | $6,134+74.0% | $5,467+95.2% | $6,531+63.4% |
| Admin fee / account holder | $832 | $18,825-95.6% | $16,047-94.8% | $14,480-94.3% |