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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 | $70,697 | $176,794-60.0% | $146,647-51.8% | $167,553-57.8% |
| Participation rate | 77.8% | 83.6%-5.8pp | 80.1%-2.3pp | 82.1%-4.3pp |
| Annual return | 18.11% | 24.04%-5.9pp | 22.75%-4.6pp | 478.89%-460.8pp |
| Employer contribution / active EE | $3,270 | $5,161-36.6% | $4,137-20.9% | $4,840-32.4% |
| Participant deferral / active EE | $7,099 | $6,440+10.2% | $5,506+28.9% | $6,343+11.9% |
| Admin fee / account holder | $2,927 | $13,262-77.9% | $10,281-71.5% | $12,316-76.2% |