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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 | $78,679 | $148,623-47.1% | $135,974-42.1% | $139,466-43.6% |
| Participation rate | 73.7% | 83.9%-10.2pp | 81.9%-8.2pp | 80.3%-6.6pp |
| Annual return | 13.27% | 79.30%-66.0pp | 68.30%-55.0pp | 373.66%-360.4pp |
| Employer contribution / active EE | $2,022 | $5,246-61.5% | $4,859-58.4% | $4,754-57.5% |
| Participant deferral / active EE | $5,618 | $8,103-30.7% | $7,760-27.6% | $6,712-16.3% |
| Admin fee / account holder | $10,130 | $12,406-18.3% | $10,767-5.9% | $11,409-11.2% |