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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 | $67,857 | $157,276-56.9% | $141,177-51.9% | $152,885-55.6% |
| Participation rate | 77.3% | 84.8%-7.5pp | 82.5%-5.2pp | 82.5%-5.2pp |
| Annual return | 21.06% | 64.33%-43.3pp | 71.40%-50.3pp | 345.39%-324.3pp |
| Employer contribution / active EE | $2,127 | $5,262-59.6% | $4,736-55.1% | $4,763-55.3% |
| Participant deferral / active EE | $4,027 | $7,110-43.4% | $6,710-40.0% | $5,851-31.2% |
| Admin fee / account holder | $5,495 | $12,123-54.7% | $10,263-46.5% | $11,598-52.6% |