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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 | $102,102 | $181,062-43.6% | $158,223-35.5% | $155,188-34.2% |
| Participation rate | 76.9% | 82.7%-5.7pp | 79.2%-2.3pp | 80.8%-3.9pp |
| Annual return | 14.85% | 57.39%-42.5pp | 52.09%-37.2pp | 148.84%-134.0pp |
| Employer contribution / active EE | $2,284 | $4,565-50.0% | $4,109-44.4% | $4,248-46.2% |
| Participant deferral / active EE | $4,958 | $6,134-19.2% | $5,467-9.3% | $6,531-24.1% |
| Admin fee / account holder | $39,002 | $18,825+107.2% | $16,047+143.0% | $14,480+169.4% |