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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 | $71,795 | $210,698-65.9% | $178,014-59.7% | $145,959-50.8% |
| Participation rate | 71.4% | 80.8%-9.3pp | 77.1%-5.7pp | 80.3%-8.9pp |
| Annual return | 11.37% | 386.27%-374.9pp | 294.80%-283.4pp | 561.95%-550.6pp |
| Employer contribution / active EE | $1,281 | $4,567-72.0% | $3,950-67.6% | $4,661-72.5% |
| Participant deferral / active EE | $6,369 | $6,958-8.5% | $6,276+1.5% | $6,689-4.8% |
| Admin fee / account holder | $5,190 | $12,016-56.8% | $10,362-49.9% | $13,398-61.3% |