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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 | $83,930 | $185,856-54.8% | $170,028-50.6% | $139,456-39.8% |
| Participation rate | 73.3% | 87.8%-14.4pp | 87.0%-13.7pp | 80.3%-7.0pp |
| Annual return | 27.88% | 60.52%-32.6pp | 53.39%-25.5pp | 373.45%-345.6pp |
| Employer contribution / active EE | $4,158 | $7,593-45.2% | $6,788-38.7% | $4,753-12.5% |
| Participant deferral / active EE | $11,205 | $11,623-3.6% | $10,409+7.6% | $6,711+67.0% |
| Admin fee / account holder | $2,668 | $15,387-82.7% | $12,820-79.2% | $11,407-76.6% |