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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 | $110,018 | $160,040-31.3% | $147,096-25.2% | $145,877-24.6% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 9.96% | 98.49%-88.5pp | 419.75%-409.8pp | 551.28%-541.3pp |
| Employer contribution / active EE | $2,585 | $5,289-51.1% | $4,936-47.6% | $4,663-44.6% |
| Participant deferral / active EE | $5,203 | $8,429-38.3% | $8,071-35.5% | $6,691-22.2% |
| Admin fee / account holder | $116,394 | $15,050+673.4% | $13,005+795.0% | $13,402+768.5% |