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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 | $90,985 | $157,296-42.2% | $141,191-35.6% | $152,897-40.5% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 20.64% | 64.34%-43.7pp | 71.41%-50.8pp | 345.43%-324.8pp |
| Employer contribution / active EE | $2,721 | $5,262-48.3% | $4,736-42.5% | $4,764-42.9% |
| Participant deferral / active EE | $6,187 | $7,111-13.0% | $6,710-7.8% | $5,851+5.7% |
| Admin fee / account holder | $1,421 | $12,125-88.3% | $10,264-86.2% | $11,599-87.8% |