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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 | $102,128 | $175,259-41.7% | $149,723-31.8% | $139,487-26.8% |
| Participation rate | 77.3% | 83.4%-6.1pp | 78.8%-1.5pp | 80.3%-3.1pp |
| Annual return | 10.77% | 166.82%-156.1pp | 134.50%-123.7pp | 373.84%-363.1pp |
| Employer contribution / active EE | $1,305 | $5,478-76.2% | $4,821-72.9% | $4,755-72.6% |
| Participant deferral / active EE | $2,057 | $6,522-68.5% | $5,682-63.8% | $6,713-69.4% |
| Admin fee / account holder | $85,884 | $16,158+431.5% | $13,215+549.9% | $11,407+652.9% |