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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 | $152,787 | $124,351+22.9% | $109,188+39.9% | $167,553-8.8% |
| Participation rate | 76.5% | 79.4%-3.0pp | 75.9%+0.6pp | 82.1%-5.6pp |
| Annual return | 0.00% | 26.04%-26.0pp | 25.76%-25.8pp | 478.89%-478.9pp |
| Employer contribution / active EE | $1,363 | $4,210-67.6% | $3,723-63.4% | $4,840-71.8% |
| Participant deferral / active EE | $3,329 | $5,257-36.7% | $4,654-28.5% | $6,343-47.5% |
| Admin fee / account holder | $1,307 | $7,975-83.6% | $6,755-80.7% | $12,316-89.4% |