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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 | $82,074 | $148,623-44.8% | $135,974-39.6% | $139,466-41.2% |
| Participation rate | 73.3% | 83.9%-10.5pp | 81.9%-8.6pp | 80.3%-7.0pp |
| Annual return | 19.68% | 79.30%-59.6pp | 68.30%-48.6pp | 373.66%-354.0pp |
| Employer contribution / active EE | $2,821 | $5,246-46.2% | $4,859-41.9% | $4,754-40.7% |
| Participant deferral / active EE | $10,773 | $8,103+33.0% | $7,760+38.8% | $6,712+60.5% |
| Admin fee / account holder | $897 | $12,406-92.8% | $10,767-91.7% | $11,409-92.1% |