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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 | $80,271 | $183,539-56.3% | $155,556-48.4% | $145,897-45.0% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 13.61% | 61.31%-47.7pp | 64.84%-51.2pp | 552.29%-538.7pp |
| Employer contribution / active EE | $2,296 | $5,315-56.8% | $4,675-50.9% | $4,663-50.8% |
| Participant deferral / active EE | $4,756 | $6,467-26.5% | $5,631-15.5% | $6,689-28.9% |
| Admin fee / account holder | $3,255 | $19,275-83.1% | $15,885-79.5% | $13,390-75.7% |