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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 | $85,170 | $139,948-39.1% | $121,663-30.0% | $154,746-45.0% |
| Participation rate | 73.3% | 78.0%-4.7pp | 74.5%-1.2pp | 80.7%-7.4pp |
| Annual return | 8.66% | 230.52%-221.9pp | 147.54%-138.9pp | 172.34%-163.7pp |
| Employer contribution / active EE | $2,901 | $3,521-17.6% | $3,020-4.0% | $4,379-33.8% |
| Participant deferral / active EE | $8,899 | $5,629+58.1% | $4,887+82.1% | $6,730+32.2% |
| Admin fee / account holder | $99,833 | $17,321+476.4% | $14,289+598.7% | $14,365+595.0% |