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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 | $90,387 | $112,121-19.4% | $95,960-5.8% | $158,966-43.1% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 13.16% | 171.16%-158.0pp | 91.63%-78.5pp | 302.95%-289.8pp |
| Employer contribution / active EE | $763 | $3,199-76.2% | $2,541-70.0% | $4,762-84.0% |
| Participant deferral / active EE | $7,748 | $4,784+62.0% | $4,167+86.0% | $5,983+29.5% |
| Admin fee / account holder | $8,078 | $10,135-20.3% | $6,797+18.8% | $11,250-28.2% |