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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 | $72,803 | $155,555-53.2% | $146,866-50.4% | $155,188-53.1% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.5%+11.2pp | 80.8%+12.9pp |
| Annual return | 17.69% | 115.41%-97.7pp | 102.85%-85.2pp | 148.84%-131.1pp |
| Employer contribution / active EE | $3,565 | $4,647-23.3% | $4,425-19.4% | $4,248-16.1% |
| Participant deferral / active EE | $5,905 | $8,044-26.6% | $7,759-23.9% | $6,531-9.6% |
| Admin fee / account holder | $5,063 | $14,755-65.7% | $13,620-62.8% | $14,480-65.0% |