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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 | $95,235 | $166,268-42.7% | $165,100-42.3% | $145,897-34.7% |
| Participation rate | 72.7% | 82.0%-9.3pp | 78.6%-5.9pp | 80.3%-7.6pp |
| Annual return | 12.16% | 100.52%-88.4pp | 70.21%-58.1pp | 552.29%-540.1pp |
| Employer contribution / active EE | $1,457 | $5,284-72.4% | $4,348-66.5% | $4,663-68.7% |
| Participant deferral / active EE | $5,308 | $6,964-23.8% | $6,035-12.1% | $6,689-20.7% |
| Admin fee / account holder | $40,404 | $16,659+142.5% | $12,696+218.3% | $13,390+201.7% |