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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 | $111,931 | $159,978-30.0% | $147,041-23.9% | $145,978-23.3% |
| Participation rate | 70.8% | 84.0%-13.2pp | 82.2%-11.3pp | 80.3%-9.5pp |
| Annual return | 12.34% | 98.36%-86.0pp | 419.21%-406.9pp | 550.52%-538.2pp |
| Employer contribution / active EE | $3,986 | $5,288-24.6% | $4,935-19.2% | $4,662-14.5% |
| Participant deferral / active EE | $8,228 | $8,429-2.4% | $8,071+1.9% | $6,690+23.0% |
| Admin fee / account holder | $6,822 | $15,053-54.7% | $13,006-47.5% | $13,400-49.1% |