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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 | $59,805 | $129,737-53.9% | $119,126-49.8% | $154,746-61.4% |
| Participation rate | 75.0% | 78.9%-3.9pp | 75.8%-0.8pp | 80.7%-5.7pp |
| Annual return | 14.19% | 379.08%-364.9pp | 282.11%-267.9pp | 172.34%-158.1pp |
| Employer contribution / active EE | $3,666 | $4,375-16.2% | $4,034-9.1% | $4,379-16.3% |
| Participant deferral / active EE | $5,544 | $5,842-5.1% | $5,318+4.2% | $6,730-17.6% |
| Admin fee / account holder | $3,107 | $11,961-74.0% | $10,693-70.9% | $14,365-78.4% |