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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 | $139,571 | $201,370-30.7% | $184,256-24.3% | $145,897-4.3% |
| Participation rate | 81.0% | 87.5%-6.5pp | 86.8%-5.9pp | 80.3%+0.6pp |
| Annual return | 12.74% | 29.05%-16.3pp | 28.85%-16.1pp | 552.29%-539.5pp |
| Employer contribution / active EE | $4,762 | $7,024-32.2% | $6,427-25.9% | $4,663+2.1% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,317 | $16,364-91.9% | $13,899-90.5% | $13,390-90.2% |