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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 | $122,505 | $201,372-39.2% | $184,260-33.5% | $145,884-16.0% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 16.65% | 29.04%-12.4pp | 28.84%-12.2pp | 551.85%-535.2pp |
| Employer contribution / active EE | $1,726 | $7,024-75.4% | $6,427-73.1% | $4,662-63.0% |
| Participant deferral / active EE | $8,988 | $9,808-8.4% | $9,133-1.6% | $6,690+34.3% |
| Admin fee / account holder | $1,295 | $16,362-92.1% | $13,898-90.7% | $13,392-90.3% |