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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 | $148,629-49.8% | $135,982-45.1% | $139,487-46.5% |
| Participation rate | 72.7% | 83.9%-11.1pp | 81.9%-9.2pp | 80.3%-7.6pp |
| Annual return | 16.86% | 79.33%-62.5pp | 68.32%-51.5pp | 373.84%-357.0pp |
| Employer contribution / active EE | $2,296 | $5,247-56.2% | $4,859-52.8% | $4,755-51.7% |
| Participant deferral / active EE | $6,083 | $8,102-24.9% | $7,760-21.6% | $6,713-9.4% |
| Admin fee / account holder | $1,433 | $12,406-88.5% | $10,767-86.7% | $11,407-87.4% |