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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 | $60,900 | $157,276-61.3% | $141,177-56.9% | $152,885-60.2% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.5%-4.7pp |
| Annual return | 18.90% | 64.33%-45.4pp | 71.40%-52.5pp | 345.39%-326.5pp |
| Employer contribution / active EE | $2,700 | $5,262-48.7% | $4,736-43.0% | $4,763-43.3% |
| Participant deferral / active EE | $7,668 | $7,110+7.8% | $6,710+14.3% | $5,851+31.1% |
| Admin fee / account holder | $9,179 | $12,123-24.3% | $10,263-10.6% | $11,598-20.9% |