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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 | $113,223 | $157,304-28.0% | $141,197-19.8% | $152,909-26.0% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 21.06% | 64.34%-43.3pp | 71.41%-50.3pp | 345.46%-324.4pp |
| Employer contribution / active EE | $2,236 | $5,263-57.5% | $4,736-52.8% | $4,764-53.1% |
| Participant deferral / active EE | $5,107 | $7,111-28.2% | $6,710-23.9% | $5,851-12.7% |
| Admin fee / account holder | $717 | $12,126-94.1% | $10,265-93.0% | $11,601-93.8% |