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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 | $98,093 | $185,312-47.1% | $161,489-39.3% | $154,746-36.6% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 11.72% | 103.84%-92.1pp | 89.72%-78.0pp | 172.34%-160.6pp |
| Employer contribution / active EE | $4,041 | $4,769-15.3% | $4,268-5.3% | $4,379-7.7% |
| Participant deferral / active EE | $7,278 | $6,350+14.6% | $5,630+29.3% | $6,730+8.1% |
| Admin fee / account holder | $85,609 | $18,654+358.9% | $16,006+434.9% | $14,365+495.9% |