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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 | $76,720 | $185,905-58.7% | $170,057-54.9% | $139,487-45.0% |
| Participation rate | 70.8% | 87.8%-16.9pp | 87.0%-16.2pp | 80.3%-9.5pp |
| Annual return | 18.15% | 60.56%-42.4pp | 53.42%-35.3pp | 373.84%-355.7pp |
| Employer contribution / active EE | $2,123 | $7,597-72.1% | $6,790-68.7% | $4,755-55.4% |
| Participant deferral / active EE | $6,554 | $11,627-43.6% | $10,411-37.0% | $6,713-2.4% |
| Admin fee / account holder | $1,890 | $15,397-87.7% | $12,826-85.3% | $11,407-83.4% |