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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 | $105,771 | $166,089-36.3% | $164,928-35.9% | $145,978-27.5% |
| Participation rate | 72.7% | 82.0%-9.3pp | 78.6%-5.9pp | 80.3%-7.6pp |
| Annual return | 20.72% | 100.26%-79.5pp | 70.08%-49.4pp | 550.52%-529.8pp |
| Employer contribution / active EE | $3,063 | $5,276-41.9% | $4,343-29.5% | $4,662-34.3% |
| Participant deferral / active EE | $7,409 | $6,961+6.4% | $6,034+22.8% | $6,690+10.8% |
| Admin fee / account holder | $3,831 | $16,641-77.0% | $12,684-69.8% | $13,400-71.4% |