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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 | $139,440 | $157,304-11.4% | $141,197-1.2% | $152,909-8.8% |
| Participation rate | 76.9% | 84.8%-7.9pp | 82.5%-5.6pp | 82.5%-5.5pp |
| Annual return | 17.91% | 64.34%-46.4pp | 71.41%-53.5pp | 345.46%-327.5pp |
| Employer contribution / active EE | $2,604 | $5,263-50.5% | $4,736-45.0% | $4,764-45.3% |
| Participant deferral / active EE | $4,593 | $7,111-35.4% | $6,710-31.5% | $5,851-21.5% |
| Admin fee / account holder | $2,731 | $12,126-77.5% | $10,265-73.4% | $11,601-76.5% |