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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 | $98,106 | $165,361-40.7% | $149,715-34.5% | $158,950-38.3% |
| Participation rate | 72.7% | 84.6%-11.8pp | 82.5%-9.8pp | 82.0%-9.2pp |
| Annual return | 17.01% | 348.24%-331.2pp | 276.66%-259.7pp | 302.91%-285.9pp |
| Employer contribution / active EE | $2,509 | $5,103-50.8% | $4,645-46.0% | $4,762-47.3% |
| Participant deferral / active EE | $5,604 | $7,182-22.0% | $6,842-18.1% | $5,983-6.3% |
| Admin fee / account holder | $407 | $10,808-96.2% | $9,310-95.6% | $11,248-96.4% |