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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 | $107,527 | $183,592-41.4% | $155,574-30.9% | $145,877-26.3% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 17.06% | 61.37%-44.3pp | 64.87%-47.8pp | 551.28%-534.2pp |
| Employer contribution / active EE | $1,120 | $5,317-78.9% | $4,676-76.0% | $4,663-76.0% |
| Participant deferral / active EE | $6,731 | $6,466+4.1% | $5,629+19.6% | $6,691+0.6% |
| Admin fee / account holder | $6,427 | $19,316-66.7% | $15,914-59.6% | $13,402-52.0% |