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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 | $99,160 | $172,111-42.4% | $150,298-34.0% | $137,256-27.8% |
| Participation rate | 71.4% | 81.7%-10.3pp | 77.8%-6.3pp | 80.0%-8.5pp |
| Annual return | 17.11% | 69.37%-52.3pp | 62.79%-45.7pp | 220.34%-203.2pp |
| Employer contribution / active EE | $2,296 | $4,636-50.5% | $4,154-44.7% | $4,156-44.8% |
| Participant deferral / active EE | $7,597 | $6,166+23.2% | $5,453+39.3% | $6,407+18.6% |
| Admin fee / account holder | $935 | $16,471-94.3% | $14,116-93.4% | $12,270-92.4% |