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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 | $130,532 | $183,592-28.9% | $155,567-16.1% | $145,959-10.6% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 12.80% | 61.24%-48.4pp | 64.74%-51.9pp | 561.95%-549.2pp |
| Employer contribution / active EE | $2,253 | $5,315-57.6% | $4,674-51.8% | $4,661-51.7% |
| Participant deferral / active EE | $5,579 | $6,464-13.7% | $5,628-0.9% | $6,689-16.6% |
| Admin fee / account holder | $3,340 | $19,318-82.7% | $15,916-79.0% | $13,398-75.1% |