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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 | $78,557 | $157,304-50.1% | $141,197-44.4% | $152,909-48.6% |
| Participation rate | 81.0% | 84.8%-3.9pp | 82.5%-1.5pp | 82.5%-1.5pp |
| Annual return | 25.75% | 64.34%-38.6pp | 71.41%-45.7pp | 345.46%-319.7pp |
| Employer contribution / active EE | $3,512 | $5,263-33.3% | $4,736-25.8% | $4,764-26.3% |
| Participant deferral / active EE | $3,650 | $7,111-48.7% | $6,710-45.6% | $5,851-37.6% |
| Admin fee / account holder | $10,499 | $12,126-13.4% | $10,265+2.3% | $11,601-9.5% |