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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 | $75,292 | $148,629-49.3% | $135,982-44.6% | $139,487-46.0% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 13.90% | 79.33%-65.4pp | 68.32%-54.4pp | 373.84%-359.9pp |
| Employer contribution / active EE | $2,671 | $5,247-49.1% | $4,859-45.0% | $4,755-43.8% |
| Participant deferral / active EE | $6,108 | $8,102-24.6% | $7,760-21.3% | $6,713-9.0% |
| Admin fee / account holder | $12,727 | $12,406+2.6% | $10,767+18.2% | $11,407+11.6% |