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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 | $96,566 | $157,276-38.6% | $141,177-31.6% | $152,885-36.8% |
| Participation rate | 72.7% | 84.8%-12.1pp | 82.5%-9.7pp | 82.5%-9.7pp |
| Annual return | 22.95% | 64.33%-41.4pp | 71.40%-48.5pp | 345.39%-322.4pp |
| Employer contribution / active EE | $1,767 | $5,262-66.4% | $4,736-62.7% | $4,763-62.9% |
| Participant deferral / active EE | $5,743 | $7,110-19.2% | $6,710-14.4% | $5,851-1.8% |
| Admin fee / account holder | $776 | $12,123-93.6% | $10,263-92.4% | $11,598-93.3% |