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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 | $108,384 | $183,592-41.0% | $155,567-30.3% | $145,959-25.7% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 14.09% | 61.24%-47.1pp | 64.74%-50.6pp | 561.95%-547.9pp |
| Employer contribution / active EE | $2,232 | $5,315-58.0% | $4,674-52.3% | $4,661-52.1% |
| Participant deferral / active EE | $5,492 | $6,464-15.0% | $5,628-2.4% | $6,689-17.9% |
| Admin fee / account holder | $13,755 | $19,318-28.8% | $15,916-13.6% | $13,398+2.7% |