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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 | $119,238 | $185,905-35.9% | $170,057-29.9% | $139,487-14.5% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 15.76% | 60.56%-44.8pp | 53.42%-37.7pp | 373.84%-358.1pp |
| Employer contribution / active EE | $3,011 | $7,597-60.4% | $6,790-55.7% | $4,755-36.7% |
| Participant deferral / active EE | $5,019 | $11,627-56.8% | $10,411-51.8% | $6,713-25.2% |
| Admin fee / account holder | $1,171 | $15,397-92.4% | $12,826-90.9% | $11,407-89.7% |