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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 | $67,059 | $185,905-63.9% | $170,057-60.6% | $139,487-51.9% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 16.37% | 60.56%-44.2pp | 53.42%-37.0pp | 373.84%-357.5pp |
| Employer contribution / active EE | $2,060 | $7,597-72.9% | $6,790-69.7% | $4,755-56.7% |
| Participant deferral / active EE | $6,005 | $11,627-48.4% | $10,411-42.3% | $6,713-10.5% |
| Admin fee / account holder | $335 | $15,397-97.8% | $12,826-97.4% | $11,407-97.1% |