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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 | $73,368 | $176,120-58.3% | $159,487-54.0% | $167,553-56.2% |
| Participation rate | 85.0% | 85.0%0pp | 82.8%+2.2pp | 82.1%+2.9pp |
| Annual return | 11.72% | 331.95%-320.2pp | 263.71%-252.0pp | 478.89%-467.2pp |
| Employer contribution / active EE | $3,952 | $5,299-25.4% | $4,831-18.2% | $4,840-18.4% |
| Participant deferral / active EE | $6,781 | $7,752-12.5% | $7,354-7.8% | $6,343+6.9% |
| Admin fee / account holder | $3,488 | $12,561-72.2% | $10,804-67.7% | $12,316-71.7% |