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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 | $72,539 | $178,174-59.3% | $156,181-53.6% | $137,256-47.2% |
| Participation rate | 77.8% | 82.0%-4.3pp | 78.8%-1.1pp | 80.0%-2.2pp |
| Annual return | 12.39% | 84.19%-71.8pp | 64.87%-52.5pp | 220.34%-208.0pp |
| Employer contribution / active EE | $2,257 | $4,972-54.6% | $4,294-47.4% | $4,156-45.7% |
| Participant deferral / active EE | $3,480 | $6,888-49.5% | $6,132-43.2% | $6,407-45.7% |
| Admin fee / account holder | $9,538 | $17,404-45.2% | $14,586-34.6% | $12,270-22.3% |