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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 | $142,851 | $227,399-37.2% | $189,758-24.7% | $198,609-28.1% |
| Participation rate | 70.6% | 84.0%-13.4pp | 79.8%-9.2pp | 82.4%-11.8pp |
| Annual return | 16.06% | 61.03%-45.0pp | 52.62%-36.6pp | 202.70%-186.6pp |
| Employer contribution / active EE | $3,310 | $5,526-40.1% | $4,767-30.6% | $5,055-34.5% |
| Participant deferral / active EE | $6,171 | $6,837-9.7% | $5,856+5.4% | $6,977-11.5% |
| Admin fee / account holder | $5,688 | $25,162-77.4% | $20,388-72.1% | $19,030-70.1% |