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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 | $223,823-69.2% | $211,142-67.4% | $154,746-55.5% |
| Participation rate | 70.0% | 87.9%-17.9pp | 87.3%-17.3pp | 80.7%-10.7pp |
| Annual return | 23.39% | 50.39%-27.0pp | 46.84%-23.4pp | 172.34%-148.9pp |
| Employer contribution / active EE | $3,856 | $6,787-43.2% | $6,442-40.1% | $4,379-11.9% |
| Participant deferral / active EE | $8,892 | $9,750-8.8% | $9,284-4.2% | $6,730+32.1% |
| Admin fee / account holder | $5,913 | $19,707-70.0% | $19,076-69.0% | $14,365-58.8% |