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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 | $82,193 | $144,124-43.0% | $117,857-30.3% | $147,585-44.3% |
| Participation rate | 76.5% | 83.4%-6.9pp | 79.7%-3.2pp | 82.8%-6.4pp |
| Annual return | 18.38% | 531.17%-512.8pp | 335.09%-316.7pp | 578.56%-560.2pp |
| Employer contribution / active EE | $2,026 | $4,897-58.6% | $3,786-46.5% | $4,876-58.5% |
| Participant deferral / active EE | $3,052 | $5,316-42.6% | $4,482-31.9% | $5,439-43.9% |
| Admin fee / account holder | $6,502 | $10,886-40.3% | $8,020-18.9% | $10,885-40.3% |