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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 | $119,098 | $152,619-22.0% | $125,195-4.9% | $152,909-22.1% |
| Participation rate | 71.4% | 83.3%-11.9pp | 79.8%-8.4pp | 82.5%-11.0pp |
| Annual return | 14.63% | 54.85%-40.2pp | 43.79%-29.2pp | 345.46%-330.8pp |
| Employer contribution / active EE | $2,182 | $4,947-55.9% | $3,866-43.6% | $4,764-54.2% |
| Participant deferral / active EE | $4,251 | $5,869-27.6% | $4,937-13.9% | $5,851-27.4% |
| Admin fee / account holder | $1,156 | $13,437-91.4% | $9,704-88.1% | $11,601-90.0% |