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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 | $110,526 | $148,629-25.6% | $135,982-18.7% | $139,487-20.8% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 24.29% | 79.33%-55.0pp | 68.32%-44.0pp | 373.84%-349.6pp |
| Employer contribution / active EE | $2,259 | $5,247-56.9% | $4,859-53.5% | $4,755-52.5% |
| Participant deferral / active EE | $5,024 | $8,102-38.0% | $7,760-35.3% | $6,713-25.2% |
| Admin fee / account holder | $508 | $12,406-95.9% | $10,767-95.3% | $11,407-95.5% |