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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 | $105,389 | $157,270-33.0% | $141,173-25.3% | $152,870-31.1% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 25.36% | 64.33%-39.0pp | 71.40%-46.0pp | 345.34%-320.0pp |
| Employer contribution / active EE | $2,269 | $5,261-56.9% | $4,735-52.1% | $4,763-52.4% |
| Participant deferral / active EE | $9,273 | $7,110+30.4% | $6,710+38.2% | $5,850+58.5% |
| Admin fee / account holder | $2,441 | $12,121-79.9% | $10,262-76.2% | $11,597-78.9% |