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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 | $121,580 | $211,224-42.4% | $178,505-31.9% | $145,897-16.7% |
| Participation rate | 71.4% | 80.8%-9.4pp | 77.1%-5.7pp | 80.3%-8.9pp |
| Annual return | 25.24% | 30.28%-5.0pp | 27.16%-1.9pp | 552.29%-527.1pp |
| Employer contribution / active EE | $1,023 | $4,577-77.6% | $3,955-74.1% | $4,663-78.1% |
| Participant deferral / active EE | $4,357 | $6,966-37.4% | $6,280-30.6% | $6,689-34.9% |
| Admin fee / account holder | $1,684 | $12,109-86.1% | $10,428-83.9% | $13,390-87.4% |