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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 | $196,972-33.7% | $182,262-28.3% | $198,609-34.2% |
| Participation rate | 71.4% | 85.7%-14.3pp | 84.2%-12.8pp | 82.4%-10.9pp |
| Annual return | 14.81% | 158.27%-143.5pp | 140.60%-125.8pp | 202.70%-187.9pp |
| Employer contribution / active EE | $2,242 | $5,364-58.2% | $5,046-55.6% | $5,055-55.6% |
| Participant deferral / active EE | $5,191 | $8,643-39.9% | $8,276-37.3% | $6,977-25.6% |
| Admin fee / account holder | $45,684 | $18,429+147.9% | $16,712+173.4% | $19,030+140.1% |