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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 | $102,102 | $227,399-55.1% | $189,758-46.2% | $198,609-48.6% |
| Participation rate | 76.9% | 84.0%-7.1pp | 79.8%-2.9pp | 82.4%-5.5pp |
| Annual return | 14.85% | 61.03%-46.2pp | 52.62%-37.8pp | 202.70%-187.8pp |
| Employer contribution / active EE | $2,284 | $5,526-58.7% | $4,767-52.1% | $5,055-54.8% |
| Participant deferral / active EE | $4,958 | $6,837-27.5% | $5,856-15.3% | $6,977-28.9% |
| Admin fee / account holder | $39,002 | $25,162+55.0% | $20,388+91.3% | $19,030+104.9% |