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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 | $75,369 | $165,361-54.4% | $149,715-49.7% | $158,950-52.6% |
| Participation rate | 81.8% | 84.6%-2.8pp | 82.5%-0.7pp | 82.0%-0.1pp |
| Annual return | 11.03% | 348.24%-337.2pp | 276.66%-265.6pp | 302.91%-291.9pp |
| Employer contribution / active EE | $1,593 | $5,103-68.8% | $4,645-65.7% | $4,762-66.6% |
| Participant deferral / active EE | $5,108 | $7,182-28.9% | $6,842-25.3% | $5,983-14.6% |
| Admin fee / account holder | $528 | $10,808-95.1% | $9,310-94.3% | $11,248-95.3% |