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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 | $201,344-59.8% | $184,243-56.1% | $145,877-44.5% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 15.02% | 29.01%-14.0pp | 28.82%-13.8pp | 551.28%-536.3pp |
| Employer contribution / active EE | $3,278 | $7,022-53.3% | $6,427-49.0% | $4,663-29.7% |
| Participant deferral / active EE | $7,532 | $9,807-23.2% | $9,132-17.5% | $6,691+12.6% |
| Admin fee / account holder | $12,390 | $16,382-24.4% | $13,914-11.0% | $13,402-7.6% |