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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 | $101,828 | $157,296-35.3% | $141,191-27.9% | $152,897-33.4% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.5%-4.7pp |
| Annual return | 17.71% | 64.34%-46.6pp | 71.41%-53.7pp | 345.43%-327.7pp |
| Employer contribution / active EE | $1,849 | $5,262-64.9% | $4,736-60.9% | $4,764-61.2% |
| Participant deferral / active EE | $3,916 | $7,111-44.9% | $6,710-41.6% | $5,851-33.1% |
| Admin fee / account holder | $3,197 | $12,125-73.6% | $10,264-68.9% | $11,599-72.4% |