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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 | $101,171 | $169,356-40.3% | $129,406-21.8% | $145,897-30.7% |
| Participation rate | 71.4% | 76.5%-5.1pp | 69.6%+1.8pp | 80.3%-8.9pp |
| Annual return | 8.73% | 14418.62%-14409.9pp | 9468.18%-9459.4pp | 552.29%-543.6pp |
| Employer contribution / active EE | $2,648 | $5,542-52.2% | $4,155-36.3% | $4,663-43.2% |
| Participant deferral / active EE | $5,063 | $4,987+1.5% | $4,167+21.5% | $6,689-24.3% |
| Admin fee / account holder | $1,549 | $9,915-84.4% | $7,689-79.9% | $13,390-88.4% |