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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 | $126,268 | $183,539-31.2% | $155,556-18.8% | $145,897-13.5% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 13.41% | 61.31%-47.9pp | 64.84%-51.4pp | 552.29%-538.9pp |
| Employer contribution / active EE | $1,751 | $5,315-67.1% | $4,675-62.6% | $4,663-62.4% |
| Participant deferral / active EE | $4,201 | $6,467-35.0% | $5,631-25.4% | $6,689-37.2% |
| Admin fee / account holder | $1,728 | $19,275-91.0% | $15,885-89.1% | $13,390-87.1% |