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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 | $107,986 | $176,120-38.7% | $159,487-32.3% | $167,553-35.6% |
| Participation rate | 80.0% | 85.0%-5.0pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 16.89% | 331.95%-315.1pp | 263.71%-246.8pp | 478.89%-462.0pp |
| Employer contribution / active EE | $3,551 | $5,299-33.0% | $4,831-26.5% | $4,840-26.6% |
| Participant deferral / active EE | $6,158 | $7,752-20.6% | $7,354-16.3% | $6,343-2.9% |
| Admin fee / account holder | $41,558 | $12,561+230.9% | $10,804+284.7% | $12,316+237.4% |