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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 | $84,372 | $125,190-32.6% | $105,624-20.1% | $145,897-42.2% |
| Participation rate | 75.0% | 77.6%-2.6pp | 75.3%-0.3pp | 80.3%-5.3pp |
| Annual return | 9.21% | 225.22%-216.0pp | 116.20%-107.0pp | 552.29%-543.1pp |
| Employer contribution / active EE | $1,988 | $3,720-46.6% | $3,168-37.2% | $4,663-57.4% |
| Participant deferral / active EE | $3,190 | $5,716-44.2% | $5,013-36.4% | $6,689-52.3% |
| Admin fee / account holder | $3,749 | $17,138-78.1% | $10,961-65.8% | $13,390-72.0% |