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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 | $183,592-56.3% | $155,574-48.4% | $145,877-45.0% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 13.61% | 61.37%-47.8pp | 64.87%-51.3pp | 551.28%-537.7pp |
| Employer contribution / active EE | $2,296 | $5,317-56.8% | $4,676-50.9% | $4,663-50.8% |
| Participant deferral / active EE | $4,756 | $6,466-26.5% | $5,629-15.5% | $6,691-28.9% |
| Admin fee / account holder | $3,255 | $19,316-83.2% | $15,914-79.5% | $13,402-75.7% |