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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 | $108,912-38.5% | $100,383-33.2% | $145,959-54.1% |
| Participation rate | 80.0% | 83.0%-3.0pp | 81.5%-1.5pp | 80.3%-0.3pp |
| Annual return | 14.93% | 57.96%-43.0pp | 49.26%-34.3pp | 561.95%-547.0pp |
| Employer contribution / active EE | $1,513 | $4,423-65.8% | $3,944-61.6% | $4,661-67.5% |
| Participant deferral / active EE | $2,647 | $8,451-68.7% | $8,086-67.3% | $6,689-60.4% |
| Admin fee / account holder | $6,412 | $9,690-33.8% | $7,900-18.8% | $13,398-52.1% |