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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 | $70,291 | $157,304-55.3% | $141,197-50.2% | $152,909-54.0% |
| Participation rate | 73.3% | 84.8%-11.5pp | 82.5%-9.1pp | 82.5%-9.1pp |
| Annual return | 19.65% | 64.34%-44.7pp | 71.41%-51.8pp | 345.46%-325.8pp |
| Employer contribution / active EE | $7,079 | $5,263+34.5% | $4,736+49.5% | $4,764+48.6% |
| Participant deferral / active EE | $4,168 | $7,111-41.4% | $6,710-37.9% | $5,851-28.8% |
| Admin fee / account holder | $887 | $12,126-92.7% | $10,265-91.4% | $11,601-92.4% |