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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 | $112,349 | $152,619-26.4% | $125,195-10.3% | $152,909-26.5% |
| Participation rate | 75.0% | 83.3%-8.3pp | 79.8%-4.8pp | 82.5%-7.5pp |
| Annual return | 16.79% | 54.85%-38.1pp | 43.79%-27.0pp | 345.46%-328.7pp |
| Employer contribution / active EE | $2,145 | $4,947-56.6% | $3,866-44.5% | $4,764-55.0% |
| Participant deferral / active EE | $2,876 | $5,869-51.0% | $4,937-41.7% | $5,851-50.8% |
| Admin fee / account holder | $324 | $13,437-97.6% | $9,704-96.7% | $11,601-97.2% |