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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 | $74,796 | $166,089-55.0% | $164,928-54.6% | $145,978-48.8% |
| Participation rate | 70.8% | 82.0%-11.2pp | 78.6%-7.8pp | 80.3%-9.5pp |
| Annual return | 14.36% | 100.26%-85.9pp | 70.08%-55.7pp | 550.52%-536.2pp |
| Employer contribution / active EE | $2,988 | $5,276-43.4% | $4,343-31.2% | $4,662-35.9% |
| Participant deferral / active EE | $7,835 | $6,961+12.5% | $6,034+29.9% | $6,690+17.1% |
| Admin fee / account holder | $2,302 | $16,641-86.2% | $12,684-81.8% | $13,400-82.8% |