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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 | $68,010 | $165,361-58.9% | $149,715-54.6% | $158,950-57.2% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 11.06% | 348.24%-337.2pp | 276.66%-265.6pp | 302.91%-291.9pp |
| Employer contribution / active EE | $2,342 | $5,103-54.1% | $4,645-49.6% | $4,762-50.8% |
| Participant deferral / active EE | $4,953 | $7,182-31.0% | $6,842-27.6% | $5,983-17.2% |
| Admin fee / account holder | $17,814 | $10,808+64.8% | $9,310+91.4% | $11,248+58.4% |