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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 | $96,122 | $162,136-40.7% | $152,301-36.9% | $154,746-37.9% |
| Participation rate | 73.3% | 84.1%-10.8pp | 82.4%-9.1pp | 80.7%-7.4pp |
| Annual return | 16.53% | 91.02%-74.5pp | 80.50%-64.0pp | 172.34%-155.8pp |
| Employer contribution / active EE | $2,489 | $4,890-49.1% | $4,624-46.2% | $4,379-43.2% |
| Participant deferral / active EE | $5,912 | $8,341-29.1% | $8,004-26.1% | $6,730-12.2% |
| Admin fee / account holder | $2,239 | $15,759-85.8% | $14,398-84.5% | $14,365-84.4% |