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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 | $88,038 | $157,304-44.0% | $141,197-37.6% | $152,909-42.4% |
| Participation rate | 72.7% | 84.8%-12.1pp | 82.5%-9.7pp | 82.5%-9.7pp |
| Annual return | 24.24% | 64.34%-40.1pp | 71.41%-47.2pp | 345.46%-321.2pp |
| Employer contribution / active EE | $2,881 | $5,263-45.3% | $4,736-39.2% | $4,764-39.5% |
| Participant deferral / active EE | $5,856 | $7,111-17.6% | $6,710-12.7% | $5,851+0.1% |
| Admin fee / account holder | $473 | $12,126-96.1% | $10,265-95.4% | $11,601-95.9% |