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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 | $86,413 | $217,432-60.3% | $185,851-53.5% | $167,553-48.4% |
| Participation rate | 72.2% | 86.1%-13.8pp | 81.7%-9.5pp | 82.1%-9.9pp |
| Annual return | 11.49% | 148.43%-136.9pp | 122.11%-110.6pp | 478.89%-467.4pp |
| Employer contribution / active EE | $2,443 | $5,874-58.4% | $5,168-52.7% | $4,840-49.5% |
| Participant deferral / active EE | $4,843 | $6,357-23.8% | $5,569-13.0% | $6,343-23.6% |
| Admin fee / account holder | $92,576 | $19,820+367.1% | $16,245+469.9% | $12,316+651.6% |