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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 | $94,144 | $157,276-40.1% | $141,177-33.3% | $152,885-38.4% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 20.27% | 64.33%-44.1pp | 71.40%-51.1pp | 345.39%-325.1pp |
| Employer contribution / active EE | $3,171 | $5,262-39.7% | $4,736-33.0% | $4,763-33.4% |
| Participant deferral / active EE | $5,524 | $7,110-22.3% | $6,710-17.7% | $5,851-5.6% |
| Admin fee / account holder | $21,895 | $12,123+80.6% | $10,263+113.3% | $11,598+88.8% |