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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 | $98,861 | $209,336-52.8% | $197,124-49.8% | $137,256-28.0% |
| Participation rate | 73.3% | 87.3%-14.0pp | 86.7%-13.4pp | 80.0%-6.6pp |
| Annual return | 20.31% | 48.09%-27.8pp | 44.34%-24.0pp | 220.34%-200.0pp |
| Employer contribution / active EE | $2,121 | $6,591-67.8% | $6,227-65.9% | $4,156-49.0% |
| Participant deferral / active EE | $4,347 | $9,614-54.8% | $9,135-52.4% | $6,407-32.1% |
| Admin fee / account holder | $1,358 | $17,308-92.2% | $16,298-91.7% | $12,270-88.9% |