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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 | $72,414 | $148,629-51.3% | $135,982-46.7% | $139,487-48.1% |
| Participation rate | 81.0% | 83.9%-2.9pp | 81.9%-1.0pp | 80.3%+0.6pp |
| Annual return | 14.20% | 79.33%-65.1pp | 68.32%-54.1pp | 373.84%-359.6pp |
| Employer contribution / active EE | $1,447 | $5,247-72.4% | $4,859-70.2% | $4,755-69.6% |
| Participant deferral / active EE | $4,561 | $8,102-43.7% | $7,760-41.2% | $6,713-32.1% |
| Admin fee / account holder | $7,395 | $12,406-40.4% | $10,767-31.3% | $11,407-35.2% |