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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 | $208,088-58.2% | $186,193-53.3% | $154,746-43.8% |
| Participation rate | 72.7% | 80.0%-7.3pp | 77.1%-4.4pp | 80.7%-8.0pp |
| Annual return | 10.14% | 89.97%-79.8pp | 78.03%-67.9pp | 172.34%-162.2pp |
| Employer contribution / active EE | $718 | $4,340-83.4% | $3,918-81.7% | $4,379-83.6% |
| Participant deferral / active EE | $3,995 | $7,078-43.6% | $6,513-38.7% | $6,730-40.6% |
| Admin fee / account holder | $7,810 | $11,698-33.2% | $11,058-29.4% | $14,365-45.6% |