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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 | $56,081 | $157,304-64.3% | $141,197-60.3% | $152,909-63.3% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.5%-11.0pp |
| Annual return | 18.77% | 64.34%-45.6pp | 71.41%-52.6pp | 345.46%-326.7pp |
| Employer contribution / active EE | $2,283 | $5,263-56.6% | $4,736-51.8% | $4,764-52.1% |
| Participant deferral / active EE | $4,836 | $7,111-32.0% | $6,710-27.9% | $5,851-17.4% |
| Admin fee / account holder | $2,262 | $12,126-81.3% | $10,265-78.0% | $11,601-80.5% |