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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 | $71,387 | $109,967-35.1% | $97,197-26.6% | $145,877-51.1% |
| Participation rate | 71.4% | 76.0%-4.5pp | 72.7%-1.3pp | 80.3%-8.9pp |
| Annual return | 11.58% | 244.27%-232.7pp | 75.47%-63.9pp | 551.28%-539.7pp |
| Employer contribution / active EE | $416 | $3,077-86.5% | $2,723-84.7% | $4,663-91.1% |
| Participant deferral / active EE | $724 | $4,676-84.5% | $4,263-83.0% | $6,691-89.2% |
| Admin fee / account holder | $105,319 | $6,199+1598.9% | $5,637+1768.3% | $13,402+685.8% |