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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 | $136,460 | $157,304-13.3% | $141,197-3.4% | $152,909-10.8% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 26.43% | 64.34%-37.9pp | 71.41%-45.0pp | 345.46%-319.0pp |
| Employer contribution / active EE | $2,530 | $5,263-51.9% | $4,736-46.6% | $4,764-46.9% |
| Participant deferral / active EE | $6,744 | $7,111-5.2% | $6,710+0.5% | $5,851+15.3% |
| Admin fee / account holder | $3,872 | $12,126-68.1% | $10,265-62.3% | $11,601-66.6% |