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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 | $102,570 | $176,105-41.8% | $159,474-35.7% | $167,536-38.8% |
| Participation rate | 91.7% | 85.0%+6.7pp | 82.8%+8.8pp | 82.1%+9.6pp |
| Annual return | 12.49% | 331.91%-319.4pp | 263.68%-251.2pp | 478.82%-466.3pp |
| Employer contribution / active EE | $1,448 | $5,299-72.7% | $4,831-70.0% | $4,839-70.1% |
| Participant deferral / active EE | $4,312 | $7,751-44.4% | $7,353-41.4% | $6,342-32.0% |
| Admin fee / account holder | $129,134 | $12,559+928.2% | $10,802+1095.4% | $12,315+948.6% |