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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 | $72,130 | $135,956-46.9% | $123,894-41.8% | $273,972-73.7% |
| Participation rate | 76.9% | 84.1%-7.1pp | 81.4%-4.5pp | 83.0%-6.1pp |
| Annual return | 11.53% | 56.63%-45.1pp | 47.52%-36.0pp | 41.46%-29.9pp |
| Employer contribution / active EE | $3,391 | $5,170-34.4% | $4,617-26.6% | $4,869-30.4% |
| Participant deferral / active EE | $4,710 | $6,343-25.7% | $5,984-21.3% | $5,287-10.9% |
| Admin fee / account holder | $3,669 | $9,817-62.6% | $8,357-56.1% | $10,133-63.8% |