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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 | $72,604 | $142,354-49.0% | $125,529-42.2% | $155,188-53.2% |
| Participation rate | 71.4% | 78.1%-6.6pp | 74.7%-3.3pp | 80.8%-9.4pp |
| Annual return | 9.14% | 306.06%-296.9pp | 202.56%-193.4pp | 148.84%-139.7pp |
| Employer contribution / active EE | $1,915 | $3,501-45.3% | $3,058-37.4% | $4,248-54.9% |
| Participant deferral / active EE | $3,241 | $5,491-41.0% | $4,813-32.7% | $6,531-50.4% |
| Admin fee / account holder | $741 | $19,392-96.2% | $16,298-95.5% | $14,480-94.9% |