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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 | $165,351-9.5% | $149,7100% | $158,931-5.8% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 12.19% | 348.19%-336.0pp | 276.63%-264.4pp | 302.86%-290.7pp |
| Employer contribution / active EE | $2,579 | $5,103-49.5% | $4,645-44.5% | $4,761-45.8% |
| Participant deferral / active EE | $4,603 | $7,181-35.9% | $6,842-32.7% | $5,982-23.1% |
| Admin fee / account holder | $570 | $10,807-94.7% | $9,309-93.9% | $11,247-94.9% |