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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 | $63,893 | $225,673-71.7% | $203,872-68.7% | $155,188-58.8% |
| Participation rate | 71.4% | 80.3%-8.9pp | 77.8%-6.4pp | 80.8%-9.4pp |
| Annual return | 20.45% | 95.91%-75.5pp | 85.11%-64.7pp | 148.84%-128.4pp |
| Employer contribution / active EE | $7,299 | $4,099+78.1% | $3,757+94.3% | $4,248+71.8% |
| Participant deferral / active EE | $7,830 | $6,893+13.6% | $6,388+22.6% | $6,531+19.9% |
| Admin fee / account holder | $2,292 | $12,327-81.4% | $11,730-80.5% | $14,480-84.2% |