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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 | $74,659 | $148,558-49.7% | $135,925-45.1% | $139,427-46.5% |
| Participation rate | 72.7% | 83.9%-11.1pp | 81.9%-9.2pp | 80.3%-7.6pp |
| Annual return | 16.86% | 79.22%-62.4pp | 68.25%-51.4pp | 373.27%-356.4pp |
| Employer contribution / active EE | $2,296 | $5,244-56.2% | $4,857-52.7% | $4,752-51.7% |
| Participant deferral / active EE | $6,083 | $8,101-24.9% | $7,759-21.6% | $6,711-9.4% |
| Admin fee / account holder | $1,433 | $12,401-88.4% | $10,764-86.7% | $11,404-87.4% |