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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 | $130,671 | $162,136-19.4% | $152,301-14.2% | $154,746-15.6% |
| Participation rate | 71.4% | 84.1%-12.7pp | 82.4%-11.0pp | 80.7%-9.3pp |
| Annual return | 14.81% | 91.02%-76.2pp | 80.50%-65.7pp | 172.34%-157.5pp |
| Employer contribution / active EE | $2,242 | $4,890-54.2% | $4,624-51.5% | $4,379-48.8% |
| Participant deferral / active EE | $5,191 | $8,341-37.8% | $8,004-35.1% | $6,730-22.9% |
| Admin fee / account holder | $45,684 | $15,759+189.9% | $14,398+217.3% | $14,365+218.0% |