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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 | $63,825 | $196,972-67.6% | $182,262-65.0% | $198,609-67.9% |
| Participation rate | 80.0% | 85.7%-5.7pp | 84.2%-4.2pp | 82.4%-2.4pp |
| Annual return | 13.02% | 158.27%-145.3pp | 140.60%-127.6pp | 202.70%-189.7pp |
| Employer contribution / active EE | $2,566 | $5,364-52.2% | $5,046-49.2% | $5,055-49.2% |
| Participant deferral / active EE | $5,082 | $8,643-41.2% | $8,276-38.6% | $6,977-27.2% |
| Admin fee / account holder | $4,848 | $18,429-73.7% | $16,712-71.0% | $19,030-74.5% |