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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 | $124,580 | $157,304-20.8% | $141,197-11.8% | $152,909-18.5% |
| Participation rate | 70.0% | 84.8%-14.8pp | 82.5%-12.5pp | 82.5%-12.5pp |
| Annual return | 19.38% | 64.34%-45.0pp | 71.41%-52.0pp | 345.46%-326.1pp |
| Employer contribution / active EE | $3,753 | $5,263-28.7% | $4,736-20.8% | $4,764-21.2% |
| Participant deferral / active EE | $10,168 | $7,111+43.0% | $6,710+51.5% | $5,851+73.8% |
| Admin fee / account holder | $62,396 | $12,126+414.6% | $10,265+507.9% | $11,601+437.9% |