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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 | $68,889 | $212,386-67.6% | $199,883-65.5% | $138,895-50.4% |
| Participation rate | 70.0% | 87.4%-17.4pp | 86.8%-16.8pp | 79.9%-9.9pp |
| Annual return | 23.39% | 47.75%-24.4pp | 43.81%-20.4pp | 145.39%-122.0pp |
| Employer contribution / active EE | $3,856 | $6,625-41.8% | $6,261-38.4% | $4,194-8.1% |
| Participant deferral / active EE | $8,892 | $9,617-7.5% | $9,138-2.7% | $6,396+39.0% |
| Admin fee / account holder | $5,913 | $18,233-67.6% | $17,268-65.8% | $12,562-52.9% |