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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 | $199,109-48.4% | $173,730-40.8% | $154,746-33.6% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.6%-4.6pp | 80.7%-5.7pp |
| Annual return | 14.39% | 20.02%-5.6pp | 19.96%-5.6pp | 172.34%-157.9pp |
| Employer contribution / active EE | $15,225 | $5,311+186.7% | $4,577+232.6% | $4,379+247.7% |
| Participant deferral / active EE | $7,200 | $7,113+1.2% | $6,326+13.8% | $6,730+7.0% |
| Admin fee / account holder | $906 | $20,916-95.7% | $17,523-94.8% | $14,365-93.7% |