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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 | $160,980 | $196,972-18.3% | $182,262-11.7% | $198,609-18.9% |
| Participation rate | 70.0% | 85.7%-15.7pp | 84.2%-14.2pp | 82.4%-12.4pp |
| Annual return | 18.27% | 158.27%-140.0pp | 140.60%-122.3pp | 202.70%-184.4pp |
| Employer contribution / active EE | $2,288 | $5,364-57.3% | $5,046-54.7% | $5,055-54.7% |
| Participant deferral / active EE | $6,931 | $8,643-19.8% | $8,276-16.3% | $6,977-0.7% |
| Admin fee / account holder | $32,584 | $18,429+76.8% | $16,712+95.0% | $19,030+71.2% |