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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 | $62,389 | $165,399-62.3% | $149,745-58.3% | $158,982-60.8% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 10.98% | 348.34%-337.4pp | 276.72%-265.7pp | 302.99%-292.0pp |
| Employer contribution / active EE | $3,598 | $5,105-29.5% | $4,646-22.5% | $4,763-24.5% |
| Participant deferral / active EE | $9,555 | $7,183+33.0% | $6,843+39.6% | $5,983+59.7% |
| Admin fee / account holder | $16,543 | $10,811+53.0% | $9,312+77.7% | $11,252+47.0% |