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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 | $73,381 | $148,629-50.6% | $135,982-46.0% | $139,487-47.4% |
| Participation rate | 77.8% | 83.9%-6.1pp | 81.9%-4.1pp | 80.3%-2.6pp |
| Annual return | 15.96% | 79.33%-63.4pp | 68.32%-52.4pp | 373.84%-357.9pp |
| Employer contribution / active EE | $2,243 | $5,247-57.2% | $4,859-53.8% | $4,755-52.8% |
| Participant deferral / active EE | $5,122 | $8,102-36.8% | $7,760-34.0% | $6,713-23.7% |
| Admin fee / account holder | $9,012 | $12,406-27.4% | $10,767-16.3% | $11,407-21.0% |