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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 | $143,054 | $166,268-14.0% | $165,100-13.4% | $145,897-1.9% |
| Participation rate | 70.6% | 82.0%-11.4pp | 78.6%-8.0pp | 80.3%-9.7pp |
| Annual return | 15.88% | 100.52%-84.6pp | 70.21%-54.3pp | 552.29%-536.4pp |
| Employer contribution / active EE | $2,279 | $5,284-56.9% | $4,348-47.6% | $4,663-51.1% |
| Participant deferral / active EE | $7,779 | $6,964+11.7% | $6,035+28.9% | $6,689+16.3% |
| Admin fee / account holder | $1,610 | $16,659-90.3% | $12,696-87.3% | $13,390-88.0% |