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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 | $89,367 | $175,231-49.0% | $149,696-40.3% | $139,466-35.9% |
| Participation rate | 73.7% | 83.4%-9.7pp | 78.8%-5.1pp | 80.3%-6.6pp |
| Annual return | 14.88% | 166.77%-151.9pp | 134.46%-119.6pp | 373.66%-358.8pp |
| Employer contribution / active EE | $2,717 | $5,478-50.4% | $4,821-43.6% | $4,754-42.8% |
| Participant deferral / active EE | $5,304 | $6,521-18.7% | $5,682-6.7% | $6,712-21.0% |
| Admin fee / account holder | $2,434 | $16,155-84.9% | $13,212-81.6% | $11,409-78.7% |