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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 | $211,322 | $154,209+37.0% | $130,062+62.5% | $139,487+51.5% |
| Participation rate | 71.4% | 82.0%-10.5pp | 78.5%-7.1pp | 80.3%-8.9pp |
| Annual return | 15.96% | 32.52%-16.6pp | -137.37%+153.3pp | 373.84%-357.9pp |
| Employer contribution / active EE | $1,589 | $5,292-70.0% | $4,322-63.2% | $4,755-66.6% |
| Participant deferral / active EE | $4,741 | $6,709-29.3% | $5,821-18.5% | $6,713-29.4% |
| Admin fee / account holder | $5,353 | $13,988-61.7% | $10,601-49.5% | $11,407-53.1% |