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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 | $78,704 | $183,516-57.1% | $155,534-49.4% | $145,884-46.1% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 13.80% | 61.43%-47.6pp | 64.92%-51.1pp | 551.85%-538.1pp |
| Employer contribution / active EE | $2,138 | $5,315-59.8% | $4,675-54.3% | $4,662-54.2% |
| Participant deferral / active EE | $5,287 | $6,467-18.2% | $5,630-6.1% | $6,690-21.0% |
| Admin fee / account holder | $2,975 | $19,293-84.6% | $15,900-81.3% | $13,392-77.8% |