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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 | $128,243 | $157,296-18.5% | $141,191-9.2% | $152,897-16.1% |
| Participation rate | 76.5% | 84.8%-8.4pp | 82.5%-6.0pp | 82.5%-6.0pp |
| Annual return | 27.09% | 64.34%-37.2pp | 71.41%-44.3pp | 345.43%-318.3pp |
| Employer contribution / active EE | $2,785 | $5,262-47.1% | $4,736-41.2% | $4,764-41.5% |
| Participant deferral / active EE | $4,283 | $7,111-39.8% | $6,710-36.2% | $5,851-26.8% |
| Admin fee / account holder | $8,124 | $12,125-33.0% | $10,264-20.9% | $11,599-30.0% |