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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 | $186,028 | $227,399-18.2% | $189,758-2.0% | $198,609-6.3% |
| Participation rate | 80.0% | 84.0%-4.0pp | 79.8%+0.2pp | 82.4%-2.4pp |
| Annual return | 18.46% | 61.03%-42.6pp | 52.62%-34.2pp | 202.70%-184.2pp |
| Employer contribution / active EE | $3,924 | $5,526-29.0% | $4,767-17.7% | $5,055-22.4% |
| Participant deferral / active EE | $3,702 | $6,837-45.9% | $5,856-36.8% | $6,977-46.9% |
| Admin fee / account holder | $795 | $25,162-96.8% | $20,388-96.1% | $19,030-95.8% |