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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 | $65,906 | $196,972-66.5% | $182,262-63.8% | $198,609-66.8% |
| Participation rate | 81.8% | 85.7%-3.9pp | 84.2%-2.4pp | 82.4%-0.6pp |
| Annual return | 12.07% | 158.27%-146.2pp | 140.60%-128.5pp | 202.70%-190.6pp |
| Employer contribution / active EE | $2,509 | $5,364-53.2% | $5,046-50.3% | $5,055-50.4% |
| Participant deferral / active EE | $6,110 | $8,643-29.3% | $8,276-26.2% | $6,977-12.4% |
| Admin fee / account holder | $9,615 | $18,429-47.8% | $16,712-42.5% | $19,030-49.5% |