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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 | $97,007 | $227,399-57.3% | $189,758-48.9% | $198,609-51.2% |
| Participation rate | 77.8% | 84.0%-6.2pp | 79.8%-2.0pp | 82.4%-4.6pp |
| Annual return | 13.55% | 61.03%-47.5pp | 52.62%-39.1pp | 202.70%-189.2pp |
| Employer contribution / active EE | $1,966 | $5,526-64.4% | $4,767-58.7% | $5,055-61.1% |
| Participant deferral / active EE | $3,520 | $6,837-48.5% | $5,856-39.9% | $6,977-49.6% |
| Admin fee / account holder | $23,891 | $25,162-5.1% | $20,388+17.2% | $19,030+25.5% |