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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 | $115,302 | $157,296-26.7% | $141,191-18.3% | $152,897-24.6% |
| Participation rate | 70.6% | 84.8%-14.2pp | 82.5%-11.9pp | 82.5%-11.9pp |
| Annual return | 20.18% | 64.34%-44.2pp | 71.41%-51.2pp | 345.43%-325.3pp |
| Employer contribution / active EE | $3,101 | $5,262-41.1% | $4,736-34.5% | $4,764-34.9% |
| Participant deferral / active EE | $8,220 | $7,111+15.6% | $6,710+22.5% | $5,851+40.5% |
| Admin fee / account holder | $23,146 | $12,125+90.9% | $10,264+125.5% | $11,599+99.5% |