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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 | $119,801 | $166,242-27.9% | $165,071-27.4% | $145,884-17.9% |
| Participation rate | 77.8% | 82.0%-4.2pp | 78.6%-0.8pp | 80.3%-2.5pp |
| Annual return | 9.06% | 100.44%-91.4pp | 70.17%-61.1pp | 551.85%-542.8pp |
| Employer contribution / active EE | $3,217 | $5,283-39.1% | $4,347-26.0% | $4,662-31.0% |
| Participant deferral / active EE | $5,056 | $6,964-27.4% | $6,035-16.2% | $6,690-24.4% |
| Admin fee / account holder | $6,586 | $16,658-60.5% | $12,695-48.1% | $13,392-50.8% |