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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 | $71,867 | $148,629-51.6% | $135,982-47.1% | $139,487-48.5% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 16.20% | 79.33%-63.1pp | 68.32%-52.1pp | 373.84%-357.6pp |
| Employer contribution / active EE | $2,087 | $5,247-60.2% | $4,859-57.0% | $4,755-56.1% |
| Participant deferral / active EE | $9,313 | $8,102+14.9% | $7,760+20.0% | $6,713+38.7% |
| Admin fee / account holder | $2,725 | $12,406-78.0% | $10,767-74.7% | $11,407-76.1% |