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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 | $88,160 | $209,405-57.9% | $178,486-50.6% | $158,931-44.5% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 13.53% | 188.77%-175.2pp | 151.08%-137.5pp | 302.86%-289.3pp |
| Employer contribution / active EE | $1,916 | $5,707-66.4% | $5,011-61.8% | $4,761-59.8% |
| Participant deferral / active EE | $2,567 | $5,954-56.9% | $5,202-50.7% | $5,982-57.1% |
| Admin fee / account holder | $11,904 | $17,076-30.3% | $13,985-14.9% | $11,247+5.8% |