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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 | $183,516-40.9% | $155,534-30.3% | $145,884-25.7% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 14.09% | 61.43%-47.3pp | 64.92%-50.8pp | 551.85%-537.8pp |
| Employer contribution / active EE | $2,232 | $5,315-58.0% | $4,675-52.3% | $4,662-52.1% |
| Participant deferral / active EE | $5,492 | $6,467-15.1% | $5,630-2.5% | $6,690-17.9% |
| Admin fee / account holder | $13,755 | $19,293-28.7% | $15,900-13.5% | $13,392+2.7% |