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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 | $146,691 | $176,786-17.0% | $146,6430% | $167,536-12.4% |
| Participation rate | 80.0% | 83.6%-3.6pp | 80.1%-0.1pp | 82.1%-2.1pp |
| Annual return | 10.46% | 24.04%-13.6pp | 22.75%-12.3pp | 478.82%-468.4pp |
| Employer contribution / active EE | $2,603 | $5,161-49.6% | $4,137-37.1% | $4,839-46.2% |
| Participant deferral / active EE | $8,956 | $6,440+39.1% | $5,506+62.6% | $6,342+41.2% |
| Admin fee / account holder | $582 | $13,262-95.6% | $10,280-94.3% | $12,315-95.3% |