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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 | $125,981 | $162,136-22.3% | $152,301-17.3% | $154,746-18.6% |
| Participation rate | 72.2% | 84.1%-11.9pp | 82.4%-10.2pp | 80.7%-8.5pp |
| Annual return | 38.43% | 91.02%-52.6pp | 80.50%-42.1pp | 172.34%-133.9pp |
| Employer contribution / active EE | $2,535 | $4,890-48.2% | $4,624-45.2% | $4,379-42.1% |
| Participant deferral / active EE | $5,694 | $8,341-31.7% | $8,004-28.9% | $6,730-15.4% |
| Admin fee / account holder | $5,638 | $15,759-64.2% | $14,398-60.8% | $14,365-60.8% |