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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 | $114,072 | $228,395-50.1% | $185,861-38.6% | $158,982-28.2% |
| Participation rate | 71.4% | 82.3%-10.9pp | 78.0%-6.6pp | 82.0%-10.5pp |
| Annual return | 18.56% | 40.82%-22.3pp | 35.96%-17.4pp | 302.99%-284.4pp |
| Employer contribution / active EE | $2,026 | $4,968-59.2% | $4,088-50.4% | $4,763-57.5% |
| Participant deferral / active EE | $2,887 | $6,417-55.0% | $5,634-48.8% | $5,983-51.8% |
| Admin fee / account holder | $973 | $11,869-91.8% | $9,503-89.8% | $11,252-91.4% |