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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 | $122,848 | $157,296-21.9% | $141,191-13.0% | $152,897-19.7% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 17.76% | 64.34%-46.6pp | 71.41%-53.6pp | 345.43%-327.7pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,736 | $7,111-61.5% | $6,710-59.2% | $5,851-53.2% |
| Admin fee / account holder | $13,043 | $12,125+7.6% | $10,264+27.1% | $11,599+12.4% |