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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 | $80,059 | $148,623-46.1% | $135,974-41.1% | $139,466-42.6% |
| Participation rate | 77.8% | 83.9%-6.1pp | 81.9%-4.1pp | 80.3%-2.6pp |
| Annual return | 20.91% | 79.30%-58.4pp | 68.30%-47.4pp | 373.66%-352.8pp |
| Employer contribution / active EE | $2,396 | $5,246-54.3% | $4,859-50.7% | $4,754-49.6% |
| Participant deferral / active EE | $6,583 | $8,103-18.8% | $7,760-15.2% | $6,712-1.9% |
| Admin fee / account holder | $972 | $12,406-92.2% | $10,767-91.0% | $11,409-91.5% |