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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 | $92,098 | $165,399-44.3% | $149,745-38.5% | $158,982-42.1% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 13.48% | 348.34%-334.9pp | 276.72%-263.2pp | 302.99%-289.5pp |
| Employer contribution / active EE | $2,392 | $5,105-53.1% | $4,646-48.5% | $4,763-49.8% |
| Participant deferral / active EE | $3,817 | $7,183-46.9% | $6,843-44.2% | $5,983-36.2% |
| Admin fee / account holder | $3,319 | $10,811-69.3% | $9,312-64.4% | $11,252-70.5% |