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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 | $67,010 | $108,942-38.5% | $100,415-33.3% | $145,897-54.1% |
| Participation rate | 80.0% | 83.0%-3.0pp | 81.5%-1.5pp | 80.3%-0.3pp |
| Annual return | 14.93% | 58.27%-43.3pp | 49.47%-34.5pp | 552.29%-537.4pp |
| Employer contribution / active EE | $1,513 | $4,422-65.8% | $3,943-61.6% | $4,663-67.6% |
| Participant deferral / active EE | $2,647 | $8,461-68.7% | $8,091-67.3% | $6,689-60.4% |
| Admin fee / account holder | $6,412 | $9,702-33.9% | $7,906-18.9% | $13,390-52.1% |