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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 | $126,519-33.3% | $106,201-20.6% | $145,959-42.2% |
| Participation rate | 75.0% | 77.7%-2.7pp | 75.3%-0.3pp | 80.3%-5.3pp |
| Annual return | 9.21% | 225.10%-215.9pp | 116.26%-107.1pp | 561.95%-552.7pp |
| Employer contribution / active EE | $1,988 | $3,726-46.6% | $3,170-37.3% | $4,661-57.3% |
| Participant deferral / active EE | $3,190 | $5,716-44.2% | $5,012-36.4% | $6,689-52.3% |
| Admin fee / account holder | $3,749 | $17,312-78.3% | $11,039-66.0% | $13,398-72.0% |