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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 | $67,489 | $197,637-65.9% | $177,848-62.1% | $158,982-57.5% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 18.84% | 58.77%-39.9pp | 48.33%-29.5pp | 302.99%-284.2pp |
| Employer contribution / active EE | $2,299 | $6,698-65.7% | $5,919-61.2% | $4,763-51.7% |
| Participant deferral / active EE | $6,955 | $8,405-17.2% | $7,714-9.8% | $5,983+16.2% |
| Admin fee / account holder | $963 | $15,406-93.7% | $12,431-92.3% | $11,252-91.4% |