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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 | $154,535 | $289,211-46.6% | $260,467-40.7% | $198,609-22.2% |
| Participation rate | 71.4% | 83.1%-11.7pp | 80.5%-9.0pp | 82.4%-10.9pp |
| Annual return | 17.94% | 112.90%-95.0pp | 100.60%-82.7pp | 202.70%-184.8pp |
| Employer contribution / active EE | $2,309 | $4,663-50.5% | $4,239-45.5% | $5,055-54.3% |
| Participant deferral / active EE | $4,310 | $6,812-36.7% | $6,319-31.8% | $6,977-38.2% |
| Admin fee / account holder | $2,851 | $16,236-82.4% | $15,461-81.6% | $19,030-85.0% |