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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 | $100,902 | $183,539-45.0% | $155,556-35.1% | $145,897-30.8% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 16.79% | 61.31%-44.5pp | 64.84%-48.0pp | 552.29%-535.5pp |
| Employer contribution / active EE | $1,151 | $5,315-78.4% | $4,675-75.4% | $4,663-75.3% |
| Participant deferral / active EE | $2,173 | $6,467-66.4% | $5,631-61.4% | $6,689-67.5% |
| Admin fee / account holder | $2,740 | $19,275-85.8% | $15,885-82.8% | $13,390-79.5% |