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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 | $141,836 | $211,224-32.9% | $178,505-20.5% | $145,897-2.8% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 19.87% | 30.28%-10.4pp | 27.16%-7.3pp | 552.29%-532.4pp |
| Employer contribution / active EE | $2,356 | $4,577-48.5% | $3,955-40.4% | $4,663-49.5% |
| Participant deferral / active EE | $10,078 | $6,966+44.7% | $6,280+60.5% | $6,689+50.7% |
| Admin fee / account holder | $1,217 | $12,109-90.0% | $10,428-88.3% | $13,390-90.9% |