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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 | $83,430 | $157,276-47.0% | $141,177-40.9% | $152,885-45.4% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 20.88% | 64.33%-43.5pp | 71.40%-50.5pp | 345.39%-324.5pp |
| Employer contribution / active EE | $1,389 | $5,262-73.6% | $4,736-70.7% | $4,763-70.8% |
| Participant deferral / active EE | $3,106 | $7,110-56.3% | $6,710-53.7% | $5,851-46.9% |
| Admin fee / account holder | $22,939 | $12,123+89.2% | $10,263+123.5% | $11,598+97.8% |