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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 | $175,212-41.7% | $149,682-31.8% | $139,427-26.8% |
| Participation rate | 77.3% | 83.4%-6.1pp | 78.8%-1.5pp | 80.3%-3.0pp |
| Annual return | 10.77% | 166.63%-155.9pp | 134.35%-123.6pp | 373.27%-362.5pp |
| Employer contribution / active EE | $1,305 | $5,475-76.2% | $4,818-72.9% | $4,752-72.5% |
| Participant deferral / active EE | $2,057 | $6,520-68.4% | $5,681-63.8% | $6,711-69.3% |
| Admin fee / account holder | $85,884 | $16,150+431.8% | $13,210+550.1% | $11,404+653.1% |