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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 | $108,874 | $157,296-30.8% | $141,191-22.9% | $152,897-28.8% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.5%-4.7pp |
| Annual return | 22.72% | 64.34%-41.6pp | 71.41%-48.7pp | 345.43%-322.7pp |
| Employer contribution / active EE | $1,922 | $5,262-63.5% | $4,736-59.4% | $4,764-59.7% |
| Participant deferral / active EE | $8,352 | $7,111+17.5% | $6,710+24.5% | $5,851+42.8% |
| Admin fee / account holder | $2,224 | $12,125-81.7% | $10,264-78.3% | $11,599-80.8% |