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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 | $97,635 | $148,629-34.3% | $135,982-28.2% | $139,487-30.0% |
| Participation rate | 77.8% | 83.9%-6.1pp | 81.9%-4.1pp | 80.3%-2.6pp |
| Annual return | 19.58% | 79.33%-59.7pp | 68.32%-48.7pp | 373.84%-354.3pp |
| Employer contribution / active EE | $1,913 | $5,247-63.5% | $4,859-60.6% | $4,755-59.8% |
| Participant deferral / active EE | $5,984 | $8,102-26.1% | $7,760-22.9% | $6,713-10.9% |
| Admin fee / account holder | $908 | $12,406-92.7% | $10,767-91.6% | $11,407-92.0% |