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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 | $120,411 | $183,516-34.4% | $155,534-22.6% | $145,884-17.5% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 12.72% | 61.43%-48.7pp | 64.92%-52.2pp | 551.85%-539.1pp |
| Employer contribution / active EE | $2,796 | $5,315-47.4% | $4,675-40.2% | $4,662-40.0% |
| Participant deferral / active EE | $7,782 | $6,467+20.3% | $5,630+38.2% | $6,690+16.3% |
| Admin fee / account holder | $91,102 | $19,293+372.2% | $15,900+473.0% | $13,392+580.3% |