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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 | $130,141 | $185,883-30.0% | $170,043-23.5% | $139,466-6.7% |
| Participation rate | 77.3% | 87.8%-10.5pp | 87.0%-9.7pp | 80.3%-3.1pp |
| Annual return | 15.29% | 60.54%-45.3pp | 53.40%-38.1pp | 373.66%-358.4pp |
| Employer contribution / active EE | $1,908 | $7,596-74.9% | $6,790-71.9% | $4,754-59.9% |
| Participant deferral / active EE | $6,768 | $11,626-41.8% | $10,410-35.0% | $6,712+0.8% |
| Admin fee / account holder | $1,164 | $15,393-92.4% | $12,824-90.9% | $11,409-89.8% |