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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 | $149,638 | $165,399-9.5% | $149,745-0.1% | $158,982-5.9% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 12.19% | 348.34%-336.1pp | 276.72%-264.5pp | 302.99%-290.8pp |
| Employer contribution / active EE | $2,579 | $5,105-49.5% | $4,646-44.5% | $4,763-45.9% |
| Participant deferral / active EE | $4,603 | $7,183-35.9% | $6,843-32.7% | $5,983-23.1% |
| Admin fee / account holder | $570 | $10,811-94.7% | $9,312-93.9% | $11,252-94.9% |