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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 | $121,095 | $72,071+68.0% | $68,368+77.1% | $137,256-11.8% |
| Participation rate | 72.7% | 76.2%-3.5pp | 73.8%-1.0pp | 80.0%-7.2pp |
| Annual return | 13.62% | 353.14%-339.5pp | 292.57%-279.0pp | 220.34%-206.7pp |
| Employer contribution / active EE | $828 | $2,788-70.3% | $2,649-68.8% | $4,156-80.1% |
| Participant deferral / active EE | $6,667 | $4,410+51.2% | $4,123+61.7% | $6,407+4.1% |
| Admin fee / account holder | $15,946 | $5,336+198.9% | $5,150+209.6% | $12,270+30.0% |