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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 | $148,545 | $162,136-8.4% | $152,301-2.5% | $154,746-4.0% |
| Participation rate | 71.4% | 84.1%-12.7pp | 82.4%-11.0pp | 80.7%-9.3pp |
| Annual return | 13.70% | 91.02%-77.3pp | 80.50%-66.8pp | 172.34%-158.6pp |
| Employer contribution / active EE | $1,935 | $4,890-60.4% | $4,624-58.2% | $4,379-55.8% |
| Participant deferral / active EE | $3,524 | $8,341-57.7% | $8,004-56.0% | $6,730-47.6% |
| Admin fee / account holder | $192,447 | $15,759+1121.2% | $14,398+1236.6% | $14,365+1239.7% |