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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 | $113,074 | $196,972-42.6% | $182,262-38.0% | $198,609-43.1% |
| Participation rate | 72.7% | 85.7%-13.0pp | 84.2%-11.5pp | 82.4%-9.7pp |
| Annual return | 18.17% | 158.27%-140.1pp | 140.60%-122.4pp | 202.70%-184.5pp |
| Employer contribution / active EE | $1,902 | $5,364-64.5% | $5,046-62.3% | $5,055-62.4% |
| Participant deferral / active EE | $6,928 | $8,643-19.8% | $8,276-16.3% | $6,977-0.7% |
| Admin fee / account holder | $7,902 | $18,429-57.1% | $16,712-52.7% | $19,030-58.5% |