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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 | $64,187 | $148,629-56.8% | $135,982-52.8% | $139,487-54.0% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 15.38% | 79.33%-63.9pp | 68.32%-52.9pp | 373.84%-358.5pp |
| Employer contribution / active EE | $3,508 | $5,247-33.1% | $4,859-27.8% | $4,755-26.2% |
| Participant deferral / active EE | $5,894 | $8,102-27.3% | $7,760-24.1% | $6,713-12.2% |
| Admin fee / account holder | $3,823 | $12,406-69.2% | $10,767-64.5% | $11,407-66.5% |