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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 | $120,129 | $160,028-24.9% | $147,080-18.3% | $145,884-17.7% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 12.15% | 98.60%-86.5pp | 420.17%-408.0pp | 551.85%-539.7pp |
| Employer contribution / active EE | $3,437 | $5,286-35.0% | $4,933-30.3% | $4,662-26.3% |
| Participant deferral / active EE | $8,175 | $8,422-2.9% | $8,066+1.4% | $6,690+22.2% |
| Admin fee / account holder | $2,964 | $15,030-80.3% | $12,989-77.2% | $13,392-77.9% |