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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 | $105,710 | $166,131-36.4% | $164,975-35.9% | $145,877-27.5% |
| Participation rate | 73.7% | 82.0%-8.3pp | 78.6%-4.9pp | 80.3%-6.6pp |
| Annual return | 13.20% | 100.37%-87.2pp | 70.12%-56.9pp | 551.28%-538.1pp |
| Employer contribution / active EE | $1,198 | $5,276-77.3% | $4,343-72.4% | $4,663-74.3% |
| Participant deferral / active EE | $3,267 | $6,962-53.1% | $6,033-45.8% | $6,691-51.2% |
| Admin fee / account holder | $1,970 | $16,648-88.2% | $12,688-84.5% | $13,402-85.3% |