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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 | $124,611 | $174,379-28.5% | $152,093-18.1% | $138,895-10.3% |
| Participation rate | 70.0% | 81.6%-11.6pp | 77.8%-7.8pp | 79.9%-9.9pp |
| Annual return | 14.12% | 74.86%-60.7pp | 66.36%-52.2pp | 145.39%-131.3pp |
| Employer contribution / active EE | $1,857 | $4,652-60.1% | $4,175-55.5% | $4,194-55.7% |
| Participant deferral / active EE | $5,389 | $6,159-12.5% | $5,451-1.2% | $6,396-15.8% |
| Admin fee / account holder | $66,193 | $16,880+292.1% | $14,497+356.6% | $12,562+426.9% |