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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 | $68,356 | $228,352-70.1% | $185,827-63.2% | $158,950-57.0% |
| Participation rate | 71.4% | 82.3%-10.9pp | 78.0%-6.6pp | 82.0%-10.5pp |
| Annual return | 10.35% | 40.81%-30.5pp | 35.96%-25.6pp | 302.91%-292.6pp |
| Employer contribution / active EE | $4,505 | $4,967-9.3% | $4,087+10.2% | $4,762-5.4% |
| Participant deferral / active EE | $5,510 | $6,416-14.1% | $5,633-2.2% | $5,983-7.9% |
| Admin fee / account holder | $1,968 | $11,867-83.4% | $9,502-79.3% | $11,248-82.5% |