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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 | $65,049 | $148,582-56.2% | $135,942-52.1% | $139,456-53.4% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 14.80% | 79.26%-64.5pp | 68.28%-53.5pp | 373.45%-358.7pp |
| Employer contribution / active EE | $2,861 | $5,245-45.5% | $4,858-41.1% | $4,753-39.8% |
| Participant deferral / active EE | $5,028 | $8,101-37.9% | $7,759-35.2% | $6,711-25.1% |
| Admin fee / account holder | $666 | $12,402-94.6% | $10,764-93.8% | $11,407-94.2% |