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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 | $166,131-42.7% | $164,975-42.3% | $145,877-34.7% |
| Participation rate | 72.7% | 82.0%-9.3pp | 78.6%-5.9pp | 80.3%-7.6pp |
| Annual return | 12.16% | 100.37%-88.2pp | 70.12%-58.0pp | 551.28%-539.1pp |
| Employer contribution / active EE | $1,457 | $5,276-72.4% | $4,343-66.4% | $4,663-68.7% |
| Participant deferral / active EE | $5,308 | $6,962-23.8% | $6,033-12.0% | $6,691-20.7% |
| Admin fee / account holder | $40,404 | $16,648+142.7% | $12,688+218.4% | $13,402+201.5% |