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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 | $93,423 | $228,395-59.1% | $185,861-49.7% | $158,982-41.2% |
| Participation rate | 77.8% | 82.3%-4.5pp | 78.0%-0.3pp | 82.0%-4.2pp |
| Annual return | 11.32% | 40.82%-29.5pp | 35.96%-24.6pp | 302.99%-291.7pp |
| Employer contribution / active EE | $4,369 | $4,968-12.0% | $4,088+6.9% | $4,763-8.3% |
| Participant deferral / active EE | $8,102 | $6,417+26.3% | $5,634+43.8% | $5,983+35.4% |
| Admin fee / account holder | $15,496 | $11,869+30.6% | $9,503+63.1% | $11,252+37.7% |