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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 | $115,631 | $198,457-41.7% | $170,435-32.2% | $147,586-21.7% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 11.81% | 257.30%-245.5pp | 205.94%-194.1pp | 578.59%-566.8pp |
| Employer contribution / active EE | $3,506 | $6,183-43.3% | $5,432-35.5% | $4,876-28.1% |
| Participant deferral / active EE | $4,295 | $5,629-23.7% | $4,939-13.1% | $5,439-21.0% |
| Admin fee / account holder | $246,125 | $16,852+1360.5% | $13,881+1673.1% | $10,886+2161.0% |