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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 | $83,269 | $157,296-47.1% | $141,191-41.0% | $152,897-45.5% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.5%-11.0pp |
| Annual return | 23.97% | 64.34%-40.4pp | 71.41%-47.4pp | 345.43%-321.5pp |
| Employer contribution / active EE | $2,104 | $5,262-60.0% | $4,736-55.6% | $4,764-55.8% |
| Participant deferral / active EE | $3,801 | $7,111-46.5% | $6,710-43.4% | $5,851-35.0% |
| Admin fee / account holder | $12,522 | $12,125+3.3% | $10,264+22.0% | $11,599+8.0% |