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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 | $72,544 | $183,539-60.5% | $155,556-53.4% | $145,897-50.3% |
| Participation rate | 76.9% | 82.7%-5.8pp | 78.2%-1.3pp | 80.3%-3.4pp |
| Annual return | 16.73% | 61.31%-44.6pp | 64.84%-48.1pp | 552.29%-535.6pp |
| Employer contribution / active EE | $1,496 | $5,315-71.9% | $4,675-68.0% | $4,663-67.9% |
| Participant deferral / active EE | $4,625 | $6,467-28.5% | $5,631-17.9% | $6,689-30.9% |
| Admin fee / account holder | $9,001 | $19,275-53.3% | $15,885-43.3% | $13,390-32.8% |