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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 | $112,608 | $157,296-28.4% | $141,191-20.2% | $152,897-26.4% |
| Participation rate | 72.7% | 84.8%-12.1pp | 82.5%-9.7pp | 82.5%-9.7pp |
| Annual return | 20.59% | 64.34%-43.7pp | 71.41%-50.8pp | 345.43%-324.8pp |
| Employer contribution / active EE | $2,147 | $5,262-59.2% | $4,736-54.7% | $4,764-54.9% |
| Participant deferral / active EE | $7,956 | $7,111+11.9% | $6,710+18.6% | $5,851+36.0% |
| Admin fee / account holder | $408 | $12,125-96.6% | $10,264-96.0% | $11,599-96.5% |