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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 | $21,888 | $227,597-90.4% | $189,575-88.5% | $167,536-86.9% |
| Participation rate | 77.8% | 82.5%-4.7pp | 78.4%-0.7pp | 82.1%-4.3pp |
| Annual return | 9.17% | 78.44%-69.3pp | 64.19%-55.0pp | 478.82%-469.7pp |
| Employer contribution / active EE | $2,337 | $5,316-56.0% | $4,412-47.0% | $4,839-51.7% |
| Participant deferral / active EE | $5,087 | $7,002-27.3% | $6,174-17.6% | $6,342-19.8% |
| Admin fee / account holder | $4,175 | $11,877-64.8% | $9,806-57.4% | $12,315-66.1% |