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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 | $72,870 | $171,492-57.5% | $150,734-51.7% | $198,609-63.3% |
| Participation rate | 80.0% | 81.4%-1.4pp | 78.4%+1.6pp | 82.4%-2.4pp |
| Annual return | 13.95% | 804.70%-790.8pp | 600.81%-586.9pp | 202.70%-188.7pp |
| Employer contribution / active EE | $2,748 | $5,470-49.8% | $4,918-44.1% | $5,055-45.6% |
| Participant deferral / active EE | $3,881 | $6,259-38.0% | $5,610-30.8% | $6,977-44.4% |
| Admin fee / account holder | $4,292 | $17,628-75.7% | $14,905-71.2% | $19,030-77.4% |