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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 | $71,784 | $217,432-67.0% | $185,851-61.4% | $167,553-57.2% |
| Participation rate | 77.8% | 86.1%-8.3pp | 81.7%-3.9pp | 82.1%-4.3pp |
| Annual return | 12.54% | 148.43%-135.9pp | 122.11%-109.6pp | 478.89%-466.4pp |
| Employer contribution / active EE | $2,166 | $5,874-63.1% | $5,168-58.1% | $4,840-55.2% |
| Participant deferral / active EE | $6,676 | $6,357+5.0% | $5,569+19.9% | $6,343+5.3% |
| Admin fee / account holder | $2,229 | $19,820-88.8% | $16,245-86.3% | $12,316-81.9% |