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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 | $77,677 | $107,941-28.0% | $91,994-15.6% | $152,909-49.2% |
| Participation rate | 75.0% | 81.2%-6.2pp | 78.6%-3.6pp | 82.5%-7.5pp |
| Annual return | 18.62% | 89.28%-70.7pp | 69.04%-50.4pp | 345.46%-326.8pp |
| Employer contribution / active EE | $872 | $4,212-79.3% | $3,453-74.7% | $4,764-81.7% |
| Participant deferral / active EE | $5,439 | $6,366-14.6% | $5,924-8.2% | $5,851-7.0% |
| Admin fee / account holder | $4,170 | $10,521-60.4% | $7,744-46.2% | $11,601-64.1% |