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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 | $96,645 | $162,136-40.4% | $152,301-36.5% | $154,746-37.5% |
| Participation rate | 77.8% | 84.1%-6.3pp | 82.4%-4.7pp | 80.7%-2.9pp |
| Annual return | 30.05% | 91.02%-61.0pp | 80.50%-50.5pp | 172.34%-142.3pp |
| Employer contribution / active EE | $3,107 | $4,890-36.5% | $4,624-32.8% | $4,379-29.1% |
| Participant deferral / active EE | $6,731 | $8,341-19.3% | $8,004-15.9% | $6,7300% |
| Admin fee / account holder | $5,983 | $15,759-62.0% | $14,398-58.4% | $14,365-58.4% |