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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 | $67,865 | $181,062-62.5% | $158,223-57.1% | $155,188-56.3% |
| Participation rate | 76.2% | 82.7%-6.5pp | 79.2%-3.0pp | 80.8%-4.6pp |
| Annual return | 10.96% | 57.39%-46.4pp | 52.09%-41.1pp | 148.84%-137.9pp |
| Employer contribution / active EE | $2,341 | $4,565-48.7% | $4,109-43.0% | $4,248-44.9% |
| Participant deferral / active EE | $4,961 | $6,134-19.1% | $5,467-9.3% | $6,531-24.0% |
| Admin fee / account holder | $27,219 | $18,825+44.6% | $16,047+69.6% | $14,480+88.0% |