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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 | $185,312-46.5% | $161,489-38.6% | $154,746-35.9% |
| Participation rate | 71.4% | 82.5%-11.0pp | 78.7%-7.3pp | 80.7%-9.3pp |
| Annual return | 17.11% | 103.84%-86.7pp | 89.72%-72.6pp | 172.34%-155.2pp |
| Employer contribution / active EE | $2,296 | $4,769-51.9% | $4,268-46.2% | $4,379-47.6% |
| Participant deferral / active EE | $7,597 | $6,350+19.6% | $5,630+34.9% | $6,730+12.9% |
| Admin fee / account holder | $935 | $18,654-95.0% | $16,006-94.2% | $14,365-93.5% |