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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 | $106,155 | $148,623-28.6% | $135,974-21.9% | $139,466-23.9% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 15.70% | 79.30%-63.6pp | 68.30%-52.6pp | 373.66%-358.0pp |
| Employer contribution / active EE | $2,727 | $5,246-48.0% | $4,859-43.9% | $4,754-42.6% |
| Participant deferral / active EE | $4,791 | $8,103-40.9% | $7,760-38.3% | $6,712-28.6% |
| Admin fee / account holder | $628 | $12,406-94.9% | $10,767-94.2% | $11,409-94.5% |