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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 | $89,519 | $183,539-51.2% | $155,556-42.5% | $145,897-38.6% |
| Participation rate | 76.9% | 82.7%-5.8pp | 78.2%-1.3pp | 80.3%-3.4pp |
| Annual return | 11.54% | 61.31%-49.8pp | 64.84%-53.3pp | 552.29%-540.7pp |
| Employer contribution / active EE | $2,815 | $5,315-47.0% | $4,675-39.8% | $4,663-39.6% |
| Participant deferral / active EE | $4,548 | $6,467-29.7% | $5,631-19.2% | $6,689-32.0% |
| Admin fee / account holder | $1,770 | $19,275-90.8% | $15,885-88.9% | $13,390-86.8% |