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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 | $102,799 | $178,174-42.3% | $156,181-34.2% | $137,256-25.1% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.8%-3.8pp | 80.0%-5.0pp |
| Annual return | 14.39% | 84.19%-69.8pp | 64.87%-50.5pp | 220.34%-206.0pp |
| Employer contribution / active EE | $15,225 | $4,972+206.2% | $4,294+254.6% | $4,156+266.3% |
| Participant deferral / active EE | $7,200 | $6,888+4.5% | $6,132+17.4% | $6,407+12.4% |
| Admin fee / account holder | $906 | $17,404-94.8% | $14,586-93.8% | $12,270-92.6% |