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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 | $79,637 | $162,136-50.9% | $152,301-47.7% | $154,746-48.5% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 13.63% | 91.02%-77.4pp | 80.50%-66.9pp | 172.34%-158.7pp |
| Employer contribution / active EE | $1,411 | $4,890-71.1% | $4,624-69.5% | $4,379-67.8% |
| Participant deferral / active EE | $6,520 | $8,341-21.8% | $8,004-18.5% | $6,730-3.1% |
| Admin fee / account holder | $3,918 | $15,759-75.1% | $14,398-72.8% | $14,365-72.7% |