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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 | $111,105 | $183,592-39.5% | $155,574-28.6% | $145,877-23.8% |
| Participation rate | 72.7% | 82.7%-10.0pp | 78.2%-5.5pp | 80.3%-7.6pp |
| Annual return | 11.59% | 61.37%-49.8pp | 64.87%-53.3pp | 551.28%-539.7pp |
| Employer contribution / active EE | $1,756 | $5,317-67.0% | $4,676-62.4% | $4,663-62.3% |
| Participant deferral / active EE | $4,617 | $6,466-28.6% | $5,629-18.0% | $6,691-31.0% |
| Admin fee / account holder | $4,313 | $19,316-77.7% | $15,914-72.9% | $13,402-67.8% |