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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 | $113,077 | $198,457-43.0% | $170,435-33.7% | $147,586-23.4% |
| Participation rate | 82.6% | 88.0%-5.4pp | 83.6%-1.0pp | 82.8%-0.2pp |
| Annual return | 9.21% | 257.30%-248.1pp | 205.94%-196.7pp | 578.59%-569.4pp |
| Employer contribution / active EE | $1,990 | $6,183-67.8% | $5,432-63.4% | $4,876-59.2% |
| Participant deferral / active EE | $2,728 | $5,629-51.5% | $4,939-44.8% | $5,439-49.8% |
| Admin fee / account holder | $82,348 | $16,852+388.6% | $13,881+493.3% | $10,886+656.5% |