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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 | $64,622 | $211,239-69.4% | $178,528-63.8% | $145,877-55.7% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 11.78% | 30.22%-18.4pp | 27.11%-15.3pp | 551.28%-539.5pp |
| Employer contribution / active EE | $2,502 | $4,570-45.2% | $3,950-36.7% | $4,663-46.3% |
| Participant deferral / active EE | $8,499 | $6,963+22.1% | $6,278+35.4% | $6,691+27.0% |
| Admin fee / account holder | $3,531 | $12,095-70.8% | $10,419-66.1% | $13,402-73.7% |