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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 | $118,559 | $183,539-35.4% | $155,556-23.8% | $145,897-18.7% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 12.17% | 61.31%-49.1pp | 64.84%-52.7pp | 552.29%-540.1pp |
| Employer contribution / active EE | $3,073 | $5,315-42.2% | $4,675-34.3% | $4,663-34.1% |
| Participant deferral / active EE | $6,038 | $6,467-6.6% | $5,631+7.2% | $6,689-9.7% |
| Admin fee / account holder | $8,328 | $19,275-56.8% | $15,885-47.6% | $13,390-37.8% |