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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 | $130,481 | $165,361-21.1% | $149,715-12.8% | $158,950-17.9% |
| Participation rate | 76.9% | 84.6%-7.6pp | 82.5%-5.6pp | 82.0%-5.0pp |
| Annual return | 20.49% | 348.24%-327.7pp | 276.66%-256.2pp | 302.91%-282.4pp |
| Employer contribution / active EE | $1,582 | $5,103-69.0% | $4,645-65.9% | $4,762-66.8% |
| Participant deferral / active EE | $3,993 | $7,182-44.4% | $6,842-41.6% | $5,983-33.3% |
| Admin fee / account holder | $6,688 | $10,808-38.1% | $9,310-28.2% | $11,248-40.5% |