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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 | $209,336-65.9% | $197,124-63.8% | $137,256-48.1% |
| Participation rate | 78.3% | 87.3%-9.0pp | 86.7%-8.5pp | 80.0%-1.7pp |
| Annual return | 22.32% | 48.09%-25.8pp | 44.34%-22.0pp | 220.34%-198.0pp |
| Employer contribution / active EE | $1,704 | $6,591-74.1% | $6,227-72.6% | $4,156-59.0% |
| Participant deferral / active EE | $6,321 | $9,614-34.3% | $9,135-30.8% | $6,407-1.3% |
| Admin fee / account holder | $2,765 | $17,308-84.0% | $16,298-83.0% | $12,270-77.5% |