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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 | $105,393 | $160,070-34.2% | $147,117-28.4% | $145,897-27.8% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 18.01% | 98.69%-80.7pp | 420.54%-402.5pp | 552.29%-534.3pp |
| Employer contribution / active EE | $1,657 | $5,285-68.6% | $4,932-66.4% | $4,663-64.5% |
| Participant deferral / active EE | $4,424 | $8,419-47.5% | $8,065-45.1% | $6,689-33.9% |
| Admin fee / account holder | $195,846 | $15,035+1202.6% | $12,993+1407.4% | $13,390+1362.6% |