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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 | $120,212 | $148,629-19.1% | $135,982-11.6% | $139,487-13.8% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 29.51% | 79.33%-49.8pp | 68.32%-38.8pp | 373.84%-344.3pp |
| Employer contribution / active EE | $1,715 | $5,247-67.3% | $4,859-64.7% | $4,755-63.9% |
| Participant deferral / active EE | $6,334 | $8,102-21.8% | $7,760-18.4% | $6,713-5.6% |
| Admin fee / account holder | $17,494 | $12,406+41.0% | $10,767+62.5% | $11,407+53.4% |