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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 | $63,055 | $183,516-65.6% | $155,534-59.5% | $145,884-56.8% |
| Participation rate | 73.7% | 82.7%-9.0pp | 78.2%-4.5pp | 80.3%-6.6pp |
| Annual return | 12.92% | 61.43%-48.5pp | 64.92%-52.0pp | 551.85%-538.9pp |
| Employer contribution / active EE | $2,735 | $5,315-48.5% | $4,675-41.5% | $4,662-41.3% |
| Participant deferral / active EE | $3,670 | $6,467-43.2% | $5,630-34.8% | $6,690-45.1% |
| Admin fee / account holder | $3,710 | $19,293-80.8% | $15,900-76.7% | $13,392-72.3% |