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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 | $95,714 | $174,379-45.1% | $152,093-37.1% | $138,895-31.1% |
| Participation rate | 75.0% | 81.6%-6.6pp | 77.8%-2.8pp | 79.9%-4.9pp |
| Annual return | 19.63% | 74.86%-55.2pp | 66.36%-46.7pp | 145.39%-125.8pp |
| Employer contribution / active EE | $2,084 | $4,652-55.2% | $4,175-50.1% | $4,194-50.3% |
| Participant deferral / active EE | $4,165 | $6,159-32.4% | $5,451-23.6% | $6,396-34.9% |
| Admin fee / account holder | $2,039 | $16,880-87.9% | $14,497-85.9% | $12,562-83.8% |