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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 | $124,124 | $157,304-21.1% | $141,197-12.1% | $152,909-18.8% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 21.33% | 64.34%-43.0pp | 71.41%-50.1pp | 345.46%-324.1pp |
| Employer contribution / active EE | $1,930 | $5,263-63.3% | $4,736-59.3% | $4,764-59.5% |
| Participant deferral / active EE | $2,904 | $7,111-59.2% | $6,710-56.7% | $5,851-50.4% |
| Admin fee / account holder | $7,114 | $12,126-41.3% | $10,265-30.7% | $11,601-38.7% |