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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 | $73,591 | $165,381-55.5% | $149,730-50.9% | $158,966-53.7% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 9.56% | 348.29%-338.7pp | 276.70%-267.1pp | 302.95%-293.4pp |
| Employer contribution / active EE | $3,459 | $5,104-32.2% | $4,645-25.5% | $4,762-27.4% |
| Participant deferral / active EE | $14,497 | $7,182+101.8% | $6,843+111.9% | $5,983+142.3% |
| Admin fee / account holder | $17,684 | $10,809+63.6% | $9,310+89.9% | $11,250+57.2% |