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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 | $88,332 | $208,088-57.6% | $186,193-52.6% | $154,746-42.9% |
| Participation rate | 70.0% | 80.0%-10.0pp | 77.1%-7.1pp | 80.7%-10.7pp |
| Annual return | 16.00% | 89.97%-74.0pp | 78.03%-62.0pp | 172.34%-156.3pp |
| Employer contribution / active EE | $2,385 | $4,340-45.0% | $3,918-39.1% | $4,379-45.5% |
| Participant deferral / active EE | $5,180 | $7,078-26.8% | $6,513-20.5% | $6,730-23.0% |
| Admin fee / account holder | $1,692 | $11,698-85.5% | $11,058-84.7% | $14,365-88.2% |