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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 | $74,536 | $185,883-59.9% | $170,043-56.2% | $139,466-46.6% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 22.92% | 60.54%-37.6pp | 53.40%-30.5pp | 373.66%-350.7pp |
| Employer contribution / active EE | $2,861 | $7,596-62.3% | $6,790-57.9% | $4,754-39.8% |
| Participant deferral / active EE | $6,108 | $11,626-47.5% | $10,410-41.3% | $6,712-9.0% |
| Admin fee / account holder | $2,608 | $15,393-83.1% | $12,824-79.7% | $11,409-77.1% |