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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 | $80,948 | $201,259-59.8% | $184,200-56.1% | $145,959-44.5% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 15.02% | 28.98%-14.0pp | 28.80%-13.8pp | 561.95%-546.9pp |
| Employer contribution / active EE | $3,278 | $7,018-53.3% | $6,424-49.0% | $4,661-29.7% |
| Participant deferral / active EE | $7,532 | $9,806-23.2% | $9,132-17.5% | $6,689+12.6% |
| Admin fee / account holder | $12,390 | $16,372-24.3% | $13,907-10.9% | $13,398-7.5% |