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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 | $120,212 | $185,856-35.3% | $170,028-29.3% | $139,456-13.8% |
| Participation rate | 77.8% | 87.8%-10.0pp | 87.0%-9.2pp | 80.3%-2.5pp |
| Annual return | 11.90% | 60.52%-48.6pp | 53.39%-41.5pp | 373.45%-361.5pp |
| Employer contribution / active EE | $2,925 | $7,593-61.5% | $6,788-56.9% | $4,753-38.5% |
| Participant deferral / active EE | $4,743 | $11,623-59.2% | $10,409-54.4% | $6,711-29.3% |
| Admin fee / account holder | $4,992 | $15,387-67.6% | $12,820-61.1% | $11,407-56.2% |