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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 | $71,065 | $157,304-54.8% | $141,197-49.7% | $152,909-53.5% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.5%+3.3pp |
| Annual return | 19.22% | 64.34%-45.1pp | 71.41%-52.2pp | 345.46%-326.2pp |
| Employer contribution / active EE | $12,871 | $5,263+144.6% | $4,736+171.7% | $4,764+170.2% |
| Participant deferral / active EE | $5,585 | $7,111-21.5% | $6,710-16.8% | $5,851-4.5% |
| Admin fee / account holder | $84,484 | $12,126+596.7% | $10,265+723.0% | $11,601+628.3% |