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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 | $147,154 | $105,856+39.0% | $90,161+63.2% | $147,586-0.3% |
| Participation rate | 73.3% | 79.7%-6.4pp | 76.9%-3.5pp | 82.8%-9.5pp |
| Annual return | 18.80% | 37.63%-18.8pp | 34.89%-16.1pp | 578.59%-559.8pp |
| Employer contribution / active EE | $1,670 | $4,126-59.5% | $3,318-49.7% | $4,876-65.7% |
| Participant deferral / active EE | $4,307 | $5,733-24.9% | $5,287-18.5% | $5,439-20.8% |
| Admin fee / account holder | $1,162 | $8,046-85.6% | $5,943-80.4% | $10,886-89.3% |