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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 | $31,529 | $125,778-74.9% | $114,563-72.5% | $154,746-79.6% |
| Participation rate | 71.4% | 75.2%-3.8pp | 72.9%-1.5pp | 80.7%-9.3pp |
| Annual return | 14.45% | 295.14%-280.7pp | 241.09%-226.6pp | 172.34%-157.9pp |
| Employer contribution / active EE | $6,073 | $2,806+116.4% | $2,592+134.3% | $4,379+38.7% |
| Participant deferral / active EE | $11,357 | $4,445+155.5% | $4,142+174.2% | $6,730+68.7% |
| Admin fee / account holder | $84,762 | $8,190+934.9% | $7,623+1011.9% | $14,365+490.1% |