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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 | $77,142 | $148,558-48.1% | $135,925-43.2% | $139,427-44.7% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 21.14% | 79.22%-58.1pp | 68.25%-47.1pp | 373.27%-352.1pp |
| Employer contribution / active EE | $2,353 | $5,244-55.1% | $4,857-51.6% | $4,752-50.5% |
| Participant deferral / active EE | $6,065 | $8,101-25.1% | $7,759-21.8% | $6,711-9.6% |
| Admin fee / account holder | $801 | $12,401-93.5% | $10,764-92.6% | $11,404-93.0% |