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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 | $183,516-45.0% | $155,534-35.1% | $145,884-30.8% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 16.79% | 61.43%-44.6pp | 64.92%-48.1pp | 551.85%-535.1pp |
| Employer contribution / active EE | $1,151 | $5,315-78.4% | $4,675-75.4% | $4,662-75.3% |
| Participant deferral / active EE | $2,173 | $6,467-66.4% | $5,630-61.4% | $6,690-67.5% |
| Admin fee / account holder | $2,740 | $19,293-85.8% | $15,900-82.8% | $13,392-79.5% |