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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 | $67,795 | $210,698-67.8% | $178,014-61.9% | $145,959-53.6% |
| Participation rate | 78.6% | 80.8%-2.2pp | 77.1%+1.5pp | 80.3%-1.7pp |
| Annual return | 16.11% | 386.27%-370.2pp | 294.80%-278.7pp | 561.95%-545.8pp |
| Employer contribution / active EE | $784 | $4,567-82.8% | $3,950-80.2% | $4,661-83.2% |
| Participant deferral / active EE | $1,839 | $6,958-73.6% | $6,276-70.7% | $6,689-72.5% |
| Admin fee / account holder | $5,511 | $12,016-54.1% | $10,362-46.8% | $13,398-58.9% |