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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 | $83,374 | $148,629-43.9% | $135,982-38.7% | $139,487-40.2% |
| Participation rate | 77.8% | 83.9%-6.1pp | 81.9%-4.1pp | 80.3%-2.6pp |
| Annual return | 30.14% | 79.33%-49.2pp | 68.32%-38.2pp | 373.84%-343.7pp |
| Employer contribution / active EE | $2,782 | $5,247-47.0% | $4,859-42.7% | $4,755-41.5% |
| Participant deferral / active EE | $7,053 | $8,102-12.9% | $7,760-9.1% | $6,713+5.1% |
| Admin fee / account holder | $610 | $12,406-95.1% | $10,767-94.3% | $11,407-94.7% |