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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 | $86,658 | $217,427-60.1% | $185,837-53.4% | $167,518-48.3% |
| Participation rate | 71.4% | 86.0%-14.6pp | 81.7%-10.3pp | 82.1%-10.7pp |
| Annual return | 14.77% | 148.39%-133.6pp | 122.08%-107.3pp | 478.71%-463.9pp |
| Employer contribution / active EE | $1,739 | $5,874-70.4% | $5,168-66.4% | $4,838-64.1% |
| Participant deferral / active EE | $4,159 | $6,357-34.6% | $5,568-25.3% | $6,342-34.4% |
| Admin fee / account holder | $10,650 | $19,816-46.3% | $16,241-34.4% | $12,312-13.5% |