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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 | $94,582 | $157,296-39.9% | $141,191-33.0% | $152,897-38.1% |
| Participation rate | 76.9% | 84.8%-7.9pp | 82.5%-5.6pp | 82.5%-5.5pp |
| Annual return | 20.56% | 64.34%-43.8pp | 71.41%-50.8pp | 345.43%-324.9pp |
| Employer contribution / active EE | $2,215 | $5,262-57.9% | $4,736-53.2% | $4,764-53.5% |
| Participant deferral / active EE | $3,180 | $7,111-55.3% | $6,710-52.6% | $5,851-45.7% |
| Admin fee / account holder | $2,481 | $12,125-79.5% | $10,264-75.8% | $11,599-78.6% |