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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 | $82,757 | $148,623-44.3% | $135,974-39.1% | $139,466-40.7% |
| Participation rate | 72.7% | 83.9%-11.1pp | 81.9%-9.2pp | 80.3%-7.6pp |
| Annual return | 18.21% | 79.30%-61.1pp | 68.30%-50.1pp | 373.66%-355.5pp |
| Employer contribution / active EE | $2,911 | $5,246-44.5% | $4,859-40.1% | $4,754-38.8% |
| Participant deferral / active EE | $6,396 | $8,103-21.1% | $7,760-17.6% | $6,712-4.7% |
| Admin fee / account holder | $27,579 | $12,406+122.3% | $10,767+156.2% | $11,409+141.7% |