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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 | $117,862 | $185,905-36.6% | $170,057-30.7% | $139,487-15.5% |
| Participation rate | 82.4% | 87.8%-5.4pp | 87.0%-4.7pp | 80.3%+2.0pp |
| Annual return | 19.04% | 60.56%-41.5pp | 53.42%-34.4pp | 373.84%-354.8pp |
| Employer contribution / active EE | $1,932 | $7,597-74.6% | $6,790-71.6% | $4,755-59.4% |
| Participant deferral / active EE | $5,000 | $11,627-57.0% | $10,411-52.0% | $6,713-25.5% |
| Admin fee / account holder | $23,028 | $15,397+49.6% | $12,826+79.5% | $11,407+101.9% |