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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 | $75,657 | $225,673-66.5% | $203,872-62.9% | $155,188-51.2% |
| Participation rate | 71.4% | 80.3%-8.9pp | 77.8%-6.4pp | 80.8%-9.4pp |
| Annual return | 16.55% | 95.91%-79.4pp | 85.11%-68.6pp | 148.84%-132.3pp |
| Employer contribution / active EE | $2,184 | $4,099-46.7% | $3,757-41.9% | $4,248-48.6% |
| Participant deferral / active EE | $4,983 | $6,893-27.7% | $6,388-22.0% | $6,531-23.7% |
| Admin fee / account holder | $6,981 | $12,327-43.4% | $11,730-40.5% | $14,480-51.8% |