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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 | $113,614 | $175,259-35.2% | $149,723-24.1% | $139,487-18.5% |
| Participation rate | 78.6% | 83.4%-4.8pp | 78.8%-0.2pp | 80.3%-1.8pp |
| Annual return | 14.19% | 166.82%-152.6pp | 134.50%-120.3pp | 373.84%-359.7pp |
| Employer contribution / active EE | $2,879 | $5,478-47.4% | $4,821-40.3% | $4,755-39.4% |
| Participant deferral / active EE | $3,189 | $6,522-51.1% | $5,682-43.9% | $6,713-52.5% |
| Admin fee / account holder | $5,065 | $16,158-68.7% | $13,215-61.7% | $11,407-55.6% |