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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 | $66,477 | $148,623-55.3% | $135,974-51.1% | $139,466-52.3% |
| Participation rate | 78.3% | 83.9%-5.6pp | 81.9%-3.7pp | 80.3%-2.1pp |
| Annual return | 17.95% | 79.30%-61.3pp | 68.30%-50.4pp | 373.66%-355.7pp |
| Employer contribution / active EE | $2,120 | $5,246-59.6% | $4,859-56.4% | $4,754-55.4% |
| Participant deferral / active EE | $6,953 | $8,103-14.2% | $7,760-10.4% | $6,712+3.6% |
| Admin fee / account holder | $1,874 | $12,406-84.9% | $10,767-82.6% | $11,409-83.6% |