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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 | $208,088-66.8% | $186,193-62.9% | $154,746-55.4% |
| Participation rate | 76.9% | 80.0%-3.1pp | 77.1%-0.2pp | 80.7%-3.8pp |
| Annual return | 13.12% | 89.97%-76.9pp | 78.03%-64.9pp | 172.34%-159.2pp |
| Employer contribution / active EE | $1,776 | $4,340-59.1% | $3,918-54.7% | $4,379-59.4% |
| Participant deferral / active EE | $8,342 | $7,078+17.9% | $6,513+28.1% | $6,730+23.9% |
| Admin fee / account holder | $5,363 | $11,698-54.2% | $11,058-51.5% | $14,365-62.7% |