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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 | $134,249 | $157,304-14.7% | $141,197-4.9% | $152,909-12.2% |
| Participation rate | 73.7% | 84.8%-11.1pp | 82.5%-8.8pp | 82.5%-8.8pp |
| Annual return | 19.51% | 64.34%-44.8pp | 71.41%-51.9pp | 345.46%-326.0pp |
| Employer contribution / active EE | $2,554 | $5,263-51.5% | $4,736-46.1% | $4,764-46.4% |
| Participant deferral / active EE | $5,017 | $7,111-29.4% | $6,710-25.2% | $5,851-14.3% |
| Admin fee / account holder | $623 | $12,126-94.9% | $10,265-93.9% | $11,601-94.6% |