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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 | $97,436 | $157,304-38.1% | $141,197-31.0% | $152,909-36.3% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 19.04% | 64.34%-45.3pp | 71.41%-52.4pp | 345.46%-326.4pp |
| Employer contribution / active EE | $2,559 | $5,263-51.4% | $4,736-46.0% | $4,764-46.3% |
| Participant deferral / active EE | $8,759 | $7,111+23.2% | $6,710+30.5% | $5,851+49.7% |
| Admin fee / account holder | $1,362 | $12,126-88.8% | $10,265-86.7% | $11,601-88.3% |