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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 | $157,304-47.0% | $141,197-40.9% | $152,909-45.4% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 20.88% | 64.34%-43.5pp | 71.41%-50.5pp | 345.46%-324.6pp |
| Employer contribution / active EE | $1,389 | $5,263-73.6% | $4,736-70.7% | $4,764-70.8% |
| Participant deferral / active EE | $3,106 | $7,111-56.3% | $6,710-53.7% | $5,851-46.9% |
| Admin fee / account holder | $22,939 | $12,126+89.2% | $10,265+123.5% | $11,601+97.7% |