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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 | $82,016 | $135,956-39.7% | $123,894-33.8% | $273,972-70.1% |
| Participation rate | 70.0% | 84.1%-14.1pp | 81.4%-11.4pp | 83.0%-13.0pp |
| Annual return | 5.61% | 56.63%-51.0pp | 47.52%-41.9pp | 41.46%-35.8pp |
| Employer contribution / active EE | $1,770 | $5,170-65.8% | $4,617-61.7% | $4,869-63.6% |
| Participant deferral / active EE | $3,147 | $6,343-50.4% | $5,984-47.4% | $5,287-40.5% |
| Admin fee / account holder | $11,169 | $9,817+13.8% | $8,357+33.6% | $10,133+10.2% |