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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 | $103,419 | $197,594-47.7% | $177,822-41.8% | $158,931-34.9% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 12.60% | 58.76%-46.2pp | 48.32%-35.7pp | 302.86%-290.3pp |
| Employer contribution / active EE | $2,211 | $6,697-67.0% | $5,918-62.6% | $4,761-53.6% |
| Participant deferral / active EE | $9,993 | $8,405+18.9% | $7,714+29.5% | $5,982+67.0% |
| Admin fee / account holder | $695 | $15,400-95.5% | $12,428-94.4% | $11,247-93.8% |