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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 | $66,501 | $110,093-39.6% | $97,295-31.7% | $145,897-54.4% |
| Participation rate | 71.4% | 75.9%-4.5pp | 72.7%-1.2pp | 80.3%-8.9pp |
| Annual return | 12.80% | 244.76%-232.0pp | 75.62%-62.8pp | 552.29%-539.5pp |
| Employer contribution / active EE | $995 | $3,077-67.7% | $2,723-63.4% | $4,663-78.7% |
| Participant deferral / active EE | $5,481 | $4,678+17.2% | $4,264+28.6% | $6,689-18.1% |
| Admin fee / account holder | $5,467 | $6,212-12.0% | $5,646-3.2% | $13,390-59.2% |