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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 | $86,939 | $289,211-69.9% | $260,467-66.6% | $198,609-56.2% |
| Participation rate | 72.7% | 83.1%-10.4pp | 80.5%-7.7pp | 82.4%-9.7pp |
| Annual return | 10.14% | 112.90%-102.8pp | 100.60%-90.5pp | 202.70%-192.6pp |
| Employer contribution / active EE | $718 | $4,663-84.6% | $4,239-83.1% | $5,055-85.8% |
| Participant deferral / active EE | $3,995 | $6,812-41.3% | $6,319-36.8% | $6,977-42.7% |
| Admin fee / account holder | $7,810 | $16,236-51.9% | $15,461-49.5% | $19,030-59.0% |