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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 | $109,574 | $157,304-30.3% | $141,197-22.4% | $152,909-28.3% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 18.71% | 64.34%-45.6pp | 71.41%-52.7pp | 345.46%-326.7pp |
| Employer contribution / active EE | $2,598 | $5,263-50.6% | $4,736-45.1% | $4,764-45.5% |
| Participant deferral / active EE | $4,380 | $7,111-38.4% | $6,710-34.7% | $5,851-25.1% |
| Admin fee / account holder | $3,798 | $12,126-68.7% | $10,265-63.0% | $11,601-67.3% |