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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 | $72,630 | $160,040-54.6% | $147,096-50.6% | $145,877-50.2% |
| Participation rate | 73.3% | 84.0%-10.7pp | 82.2%-8.8pp | 80.3%-7.0pp |
| Annual return | 9.91% | 98.49%-88.6pp | 419.75%-409.8pp | 551.28%-541.4pp |
| Employer contribution / active EE | $3,159 | $5,289-40.3% | $4,936-36.0% | $4,663-32.3% |
| Participant deferral / active EE | $7,130 | $8,429-15.4% | $8,071-11.7% | $6,691+6.6% |
| Admin fee / account holder | $53,024 | $15,050+252.3% | $13,005+307.7% | $13,402+295.6% |