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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 | $105,493 | $166,268-36.6% | $165,100-36.1% | $145,897-27.7% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 16.08% | 100.52%-84.4pp | 70.21%-54.1pp | 552.29%-536.2pp |
| Employer contribution / active EE | $2,852 | $5,284-46.0% | $4,348-34.4% | $4,663-38.8% |
| Participant deferral / active EE | $4,897 | $6,964-29.7% | $6,035-18.9% | $6,689-26.8% |
| Admin fee / account holder | $23,042 | $16,659+38.3% | $12,696+81.5% | $13,390+72.1% |