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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 | $81,803 | $148,629-45.0% | $135,982-39.8% | $139,487-41.4% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 15.57% | 79.33%-63.8pp | 68.32%-52.8pp | 373.84%-358.3pp |
| Employer contribution / active EE | $3,648 | $5,247-30.5% | $4,859-24.9% | $4,755-23.3% |
| Participant deferral / active EE | $8,701 | $8,102+7.4% | $7,760+12.1% | $6,713+29.6% |
| Admin fee / account holder | $2,882 | $12,406-76.8% | $10,767-73.2% | $11,407-74.7% |