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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 | $66,257 | $157,304-57.9% | $141,197-53.1% | $152,909-56.7% |
| Participation rate | 76.5% | 84.8%-8.4pp | 82.5%-6.0pp | 82.5%-6.0pp |
| Annual return | 22.29% | 64.34%-42.0pp | 71.41%-49.1pp | 345.46%-323.2pp |
| Employer contribution / active EE | $1,758 | $5,263-66.6% | $4,736-62.9% | $4,764-63.1% |
| Participant deferral / active EE | $3,677 | $7,111-48.3% | $6,710-45.2% | $5,851-37.2% |
| Admin fee / account holder | $6,833 | $12,126-43.7% | $10,265-33.4% | $11,601-41.1% |