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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 | $107,607 | $183,539-41.4% | $155,556-30.8% | $145,897-26.2% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 15.14% | 61.31%-46.2pp | 64.84%-49.7pp | 552.29%-537.1pp |
| Employer contribution / active EE | $2,327 | $5,315-56.2% | $4,675-50.2% | $4,663-50.1% |
| Participant deferral / active EE | $5,749 | $6,467-11.1% | $5,631+2.1% | $6,689-14.1% |
| Admin fee / account holder | $820 | $19,275-95.7% | $15,885-94.8% | $13,390-93.9% |