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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 | $61,879 | $171,492-63.9% | $150,734-58.9% | $198,609-68.8% |
| Participation rate | 77.8% | 81.4%-3.6pp | 78.4%-0.7pp | 82.4%-4.6pp |
| Annual return | 7.08% | 804.70%-797.6pp | 600.81%-593.7pp | 202.70%-195.6pp |
| Employer contribution / active EE | $2,296 | $5,470-58.0% | $4,918-53.3% | $5,055-54.6% |
| Participant deferral / active EE | $4,863 | $6,259-22.3% | $5,610-13.3% | $6,977-30.3% |
| Admin fee / account holder | $28,843 | $17,628+63.6% | $14,905+93.5% | $19,030+51.6% |