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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 | $70,090 | $148,623-52.8% | $135,974-48.5% | $139,466-49.7% |
| Participation rate | 78.3% | 83.9%-5.6pp | 81.9%-3.7pp | 80.3%-2.1pp |
| Annual return | 19.11% | 79.30%-60.2pp | 68.30%-49.2pp | 373.66%-354.6pp |
| Employer contribution / active EE | $3,893 | $5,246-25.8% | $4,859-19.9% | $4,754-18.1% |
| Participant deferral / active EE | $8,461 | $8,103+4.4% | $7,760+9.0% | $6,712+26.1% |
| Admin fee / account holder | $37,065 | $12,406+198.8% | $10,767+244.3% | $11,409+224.9% |