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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 | $61,738 | $157,304-60.8% | $141,197-56.3% | $152,909-59.6% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 20.44% | 64.34%-43.9pp | 71.41%-51.0pp | 345.46%-325.0pp |
| Employer contribution / active EE | $2,186 | $5,263-58.5% | $4,736-53.8% | $4,764-54.1% |
| Participant deferral / active EE | $8,872 | $7,111+24.8% | $6,710+32.2% | $5,851+51.6% |
| Admin fee / account holder | $6,564 | $12,126-45.9% | $10,265-36.1% | $11,601-43.4% |