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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 | $121,571 | $208,088-41.6% | $186,193-34.7% | $154,746-21.4% |
| Participation rate | 75.0% | 80.0%-5.0pp | 77.1%-2.1pp | 80.7%-5.7pp |
| Annual return | 20.17% | 89.97%-69.8pp | 78.03%-57.9pp | 172.34%-152.2pp |
| Employer contribution / active EE | $1,610 | $4,340-62.9% | $3,918-58.9% | $4,379-63.2% |
| Participant deferral / active EE | $5,065 | $7,078-28.4% | $6,513-22.2% | $6,730-24.8% |
| Admin fee / account holder | $4,480 | $11,698-61.7% | $11,058-59.5% | $14,365-68.8% |