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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 | $102,045 | $175,231-41.8% | $149,696-31.8% | $139,466-26.8% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 12.99% | 166.77%-153.8pp | 134.46%-121.5pp | 373.66%-360.7pp |
| Employer contribution / active EE | $1,407 | $5,478-74.3% | $4,821-70.8% | $4,754-70.4% |
| Participant deferral / active EE | $2,979 | $6,521-54.3% | $5,682-47.6% | $6,712-55.6% |
| Admin fee / account holder | $41,130 | $16,155+154.6% | $13,212+211.3% | $11,409+260.5% |