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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 | $113,553 | $227,399-50.1% | $189,758-40.2% | $198,609-42.8% |
| Participation rate | 76.9% | 84.0%-7.1pp | 79.8%-2.9pp | 82.4%-5.5pp |
| Annual return | 16.43% | 61.03%-44.6pp | 52.62%-36.2pp | 202.70%-186.3pp |
| Employer contribution / active EE | $1,884 | $5,526-65.9% | $4,767-60.5% | $5,055-62.7% |
| Participant deferral / active EE | $5,331 | $6,837-22.0% | $5,856-9.0% | $6,977-23.6% |
| Admin fee / account holder | $2,383 | $25,162-90.5% | $20,388-88.3% | $19,030-87.5% |