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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 | $81,368 | $183,539-55.7% | $155,556-47.7% | $145,897-44.2% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 21.98% | 61.31%-39.3pp | 64.84%-42.9pp | 552.29%-530.3pp |
| Employer contribution / active EE | $2,495 | $5,315-53.1% | $4,675-46.6% | $4,663-46.5% |
| Participant deferral / active EE | $10,389 | $6,467+60.7% | $5,631+84.5% | $6,689+55.3% |
| Admin fee / account holder | $1,014 | $19,275-94.7% | $15,885-93.6% | $13,390-92.4% |