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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 | $211,239-66.0% | $178,528-59.8% | $145,877-50.8% |
| Participation rate | 71.4% | 80.8%-9.4pp | 77.1%-5.7pp | 80.3%-8.9pp |
| Annual return | 11.37% | 30.22%-18.9pp | 27.11%-15.7pp | 551.28%-539.9pp |
| Employer contribution / active EE | $1,281 | $4,570-72.0% | $3,950-67.6% | $4,663-72.5% |
| Participant deferral / active EE | $6,369 | $6,963-8.5% | $6,278+1.5% | $6,691-4.8% |
| Admin fee / account holder | $5,190 | $12,095-57.1% | $10,419-50.2% | $13,402-61.3% |