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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 | $60,993 | $148,623-59.0% | $135,974-55.1% | $139,466-56.3% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 15.97% | 79.30%-63.3pp | 68.30%-52.3pp | 373.66%-357.7pp |
| Employer contribution / active EE | $2,019 | $5,246-61.5% | $4,859-58.5% | $4,754-57.5% |
| Participant deferral / active EE | $6,433 | $8,103-20.6% | $7,760-17.1% | $6,712-4.2% |
| Admin fee / account holder | $1,357 | $12,406-89.1% | $10,767-87.4% | $11,409-88.1% |