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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 | $84,076 | $166,131-49.4% | $164,975-49.0% | $145,877-42.4% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 11.81% | 100.37%-88.6pp | 70.12%-58.3pp | 551.28%-539.5pp |
| Employer contribution / active EE | $3,801 | $5,276-28.0% | $4,343-12.5% | $4,663-18.5% |
| Participant deferral / active EE | $7,699 | $6,962+10.6% | $6,033+27.6% | $6,691+15.1% |
| Admin fee / account holder | $13,957 | $16,648-16.2% | $12,688+10.0% | $13,402+4.1% |