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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 | $71,378 | $105,158-32.1% | $94,672-24.6% | $139,487-48.8% |
| Participation rate | 87.5% | 82.4%+5.1pp | 80.8%+6.7pp | 80.3%+7.2pp |
| Annual return | 16.34% | 38.11%-21.8pp | 156.89%-140.5pp | 373.84%-357.5pp |
| Employer contribution / active EE | $8,473 | $4,107+106.3% | $3,673+130.7% | $4,755+78.2% |
| Participant deferral / active EE | $6,185 | $7,599-18.6% | $7,417-16.6% | $6,713-7.9% |
| Admin fee / account holder | $4,233 | $8,972-52.8% | $7,222-41.4% | $11,407-62.9% |