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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 | $77,763 | $178,174-56.4% | $156,181-50.2% | $137,256-43.3% |
| Participation rate | 70.6% | 82.0%-11.4pp | 78.8%-8.2pp | 80.0%-9.4pp |
| Annual return | 10.20% | 84.19%-74.0pp | 64.87%-54.7pp | 220.34%-210.1pp |
| Employer contribution / active EE | $2,318 | $4,972-53.4% | $4,294-46.0% | $4,156-44.2% |
| Participant deferral / active EE | $6,564 | $6,888-4.7% | $6,132+7.0% | $6,407+2.5% |
| Admin fee / account holder | $39,281 | $17,404+125.7% | $14,586+169.3% | $12,270+220.1% |