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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 | $117,802 | $185,905-36.6% | $170,057-30.7% | $139,487-15.5% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 22.18% | 60.56%-38.4pp | 53.42%-31.2pp | 373.84%-351.7pp |
| Employer contribution / active EE | $2,897 | $7,597-61.9% | $6,790-57.3% | $4,755-39.1% |
| Participant deferral / active EE | $5,966 | $11,627-48.7% | $10,411-42.7% | $6,713-11.1% |
| Admin fee / account holder | $2,183 | $15,397-85.8% | $12,826-83.0% | $11,407-80.9% |