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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 | $71,302 | $223,823-68.1% | $211,142-66.2% | $154,746-53.9% |
| Participation rate | 78.3% | 87.9%-9.6pp | 87.3%-9.0pp | 80.7%-2.4pp |
| Annual return | 22.32% | 50.39%-28.1pp | 46.84%-24.5pp | 172.34%-150.0pp |
| Employer contribution / active EE | $1,704 | $6,787-74.9% | $6,442-73.5% | $4,379-61.1% |
| Participant deferral / active EE | $6,321 | $9,750-35.2% | $9,284-31.9% | $6,730-6.1% |
| Admin fee / account holder | $2,765 | $19,707-86.0% | $19,076-85.5% | $14,365-80.7% |