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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 | $128,460 | $183,592-30.0% | $155,574-17.4% | $145,877-11.9% |
| Participation rate | 73.7% | 82.7%-9.0pp | 78.2%-4.5pp | 80.3%-6.6pp |
| Annual return | 12.27% | 61.37%-49.1pp | 64.87%-52.6pp | 551.28%-539.0pp |
| Employer contribution / active EE | $1,988 | $5,317-62.6% | $4,676-57.5% | $4,663-57.4% |
| Participant deferral / active EE | $4,791 | $6,466-25.9% | $5,629-14.9% | $6,691-28.4% |
| Admin fee / account holder | $1,068 | $19,316-94.5% | $15,914-93.3% | $13,402-92.0% |