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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 | $78,101 | $165,399-52.8% | $149,745-47.8% | $158,982-50.9% |
| Participation rate | 70.0% | 84.6%-14.6pp | 82.5%-12.5pp | 82.0%-12.0pp |
| Annual return | 23.04% | 348.34%-325.3pp | 276.72%-253.7pp | 302.99%-279.9pp |
| Employer contribution / active EE | $4,212 | $5,105-17.5% | $4,646-9.3% | $4,763-11.6% |
| Participant deferral / active EE | $8,978 | $7,183+25.0% | $6,843+31.2% | $5,983+50.0% |
| Admin fee / account holder | $2,749 | $10,811-74.6% | $9,312-70.5% | $11,252-75.6% |