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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 | $89,977 | $157,304-42.8% | $141,197-36.3% | $152,909-41.2% |
| Participation rate | 73.3% | 84.8%-11.5pp | 82.5%-9.1pp | 82.5%-9.1pp |
| Annual return | 24.27% | 64.34%-40.1pp | 71.41%-47.1pp | 345.46%-321.2pp |
| Employer contribution / active EE | $1,823 | $5,263-65.4% | $4,736-61.5% | $4,764-61.7% |
| Participant deferral / active EE | $5,050 | $7,111-29.0% | $6,710-24.7% | $5,851-13.7% |
| Admin fee / account holder | $493 | $12,126-95.9% | $10,265-95.2% | $11,601-95.8% |