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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 | $106,442 | $227,633-53.2% | $189,597-43.9% | $167,553-36.5% |
| Participation rate | 77.8% | 82.5%-4.7pp | 78.4%-0.7pp | 82.1%-4.3pp |
| Annual return | 23.58% | 78.45%-54.9pp | 64.20%-40.6pp | 478.89%-455.3pp |
| Employer contribution / active EE | $2,422 | $5,317-54.4% | $4,412-45.1% | $4,840-50.0% |
| Participant deferral / active EE | $6,874 | $7,003-1.8% | $6,174+11.3% | $6,343+8.4% |
| Admin fee / account holder | $1,154 | $11,879-90.3% | $9,807-88.2% | $12,316-90.6% |