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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 | $163,400 | $227,633-28.2% | $189,597-13.8% | $167,553-2.5% |
| Participation rate | 71.4% | 82.5%-11.1pp | 78.4%-7.0pp | 82.1%-10.7pp |
| Annual return | 9.44% | 78.45%-69.0pp | 64.20%-54.8pp | 478.89%-469.5pp |
| Employer contribution / active EE | $9,856 | $5,317+85.4% | $4,412+123.4% | $4,840+103.7% |
| Participant deferral / active EE | $14,139 | $7,003+101.9% | $6,174+129.0% | $6,343+122.9% |
| Admin fee / account holder | $53,859 | $11,879+353.4% | $9,807+449.2% | $12,316+337.3% |