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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 | $166,020-13.8% | $164,866-13.2% | $145,959-2.0% |
| Participation rate | 70.6% | 82.0%-11.4pp | 78.6%-8.0pp | 80.3%-9.7pp |
| Annual return | 15.88% | 100.08%-84.2pp | 69.97%-54.1pp | 561.95%-546.1pp |
| Employer contribution / active EE | $2,279 | $5,275-56.8% | $4,343-47.5% | $4,661-51.1% |
| Participant deferral / active EE | $7,779 | $6,961+11.8% | $6,033+28.9% | $6,689+16.3% |
| Admin fee / account holder | $1,610 | $16,644-90.3% | $12,689-87.3% | $13,398-88.0% |