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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 | $84,703 | $165,361-48.8% | $149,715-43.4% | $158,950-46.7% |
| Participation rate | 72.7% | 84.6%-11.8pp | 82.5%-9.8pp | 82.0%-9.2pp |
| Annual return | 23.78% | 348.24%-324.5pp | 276.66%-252.9pp | 302.91%-279.1pp |
| Employer contribution / active EE | $4,509 | $5,103-11.6% | $4,645-2.9% | $4,762-5.3% |
| Participant deferral / active EE | $8,667 | $7,182+20.7% | $6,842+26.7% | $5,983+44.9% |
| Admin fee / account holder | $7,678 | $10,808-29.0% | $9,310-17.5% | $11,248-31.7% |