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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 | $166,242-55.0% | $165,071-54.7% | $145,884-48.7% |
| Participation rate | 70.8% | 82.0%-11.2pp | 78.6%-7.8pp | 80.3%-9.5pp |
| Annual return | 14.36% | 100.44%-86.1pp | 70.17%-55.8pp | 551.85%-537.5pp |
| Employer contribution / active EE | $2,988 | $5,283-43.4% | $4,347-31.3% | $4,662-35.9% |
| Participant deferral / active EE | $7,835 | $6,964+12.5% | $6,035+29.8% | $6,690+17.1% |
| Admin fee / account holder | $2,302 | $16,658-86.2% | $12,695-81.9% | $13,392-82.8% |