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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 | $71,782 | $217,432-67.0% | $185,851-61.4% | $167,553-57.2% |
| Participation rate | 77.8% | 86.1%-8.3pp | 81.7%-3.9pp | 82.1%-4.3pp |
| Annual return | 20.38% | 148.43%-128.0pp | 122.11%-101.7pp | 478.89%-458.5pp |
| Employer contribution / active EE | $2,215 | $5,874-62.3% | $5,168-57.1% | $4,840-54.2% |
| Participant deferral / active EE | $6,387 | $6,357+0.5% | $5,569+14.7% | $6,343+0.7% |
| Admin fee / account holder | $7,175 | $19,820-63.8% | $16,245-55.8% | $12,316-41.7% |