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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 | $69,088 | $289,211-76.1% | $260,467-73.5% | $198,609-65.2% |
| Participation rate | 76.9% | 83.1%-6.2pp | 80.5%-3.5pp | 82.4%-5.5pp |
| Annual return | 13.12% | 112.90%-99.8pp | 100.60%-87.5pp | 202.70%-189.6pp |
| Employer contribution / active EE | $1,776 | $4,663-61.9% | $4,239-58.1% | $5,055-64.9% |
| Participant deferral / active EE | $8,342 | $6,812+22.5% | $6,319+32.0% | $6,977+19.6% |
| Admin fee / account holder | $5,363 | $16,236-67.0% | $15,461-65.3% | $19,030-71.8% |