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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 | $86,107 | $138,075-37.6% | $123,552-30.3% | $135,379-36.4% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | 5.69% | 153.70%-148.0pp | 119.20%-113.5pp | 519.79%-514.1pp |
| Employer contribution / active EE | $1,959 | $5,152-62.0% | $4,628-57.7% | $4,779-59.0% |
| Participant deferral / active EE | $5,398 | $6,800-20.6% | $6,426-16.0% | $5,609-3.8% |
| Admin fee / account holder | $5,929 | $10,917-45.7% | $9,285-36.1% | $10,828-45.2% |