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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 | $80,921 | $196,972-58.9% | $182,262-55.6% | $198,609-59.3% |
| Participation rate | 71.4% | 85.7%-14.3pp | 84.2%-12.8pp | 82.4%-10.9pp |
| Annual return | 16.75% | 158.27%-141.5pp | 140.60%-123.9pp | 202.70%-186.0pp |
| Employer contribution / active EE | $4,204 | $5,364-21.6% | $5,046-16.7% | $5,055-16.8% |
| Participant deferral / active EE | $7,719 | $8,643-10.7% | $8,276-6.7% | $6,977+10.6% |
| Admin fee / account holder | $15,951 | $18,429-13.4% | $16,712-4.6% | $19,030-16.2% |