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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 | $94,771 | $165,399-42.7% | $149,745-36.7% | $158,982-40.4% |
| Participation rate | 72.7% | 84.6%-11.8pp | 82.5%-9.8pp | 82.0%-9.2pp |
| Annual return | 28.83% | 348.34%-319.5pp | 276.72%-247.9pp | 302.99%-274.2pp |
| Employer contribution / active EE | $1,765 | $5,105-65.4% | $4,646-62.0% | $4,763-62.9% |
| Participant deferral / active EE | $6,998 | $7,183-2.6% | $6,843+2.3% | $5,983+17.0% |
| Admin fee / account holder | $45,255 | $10,811+318.6% | $9,312+386.0% | $11,252+302.2% |