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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 | $92,192 | $103,008-10.5% | $90,304+2.1% | $152,897-39.7% |
| Participation rate | 70.0% | 75.9%-5.9pp | 73.3%-3.3pp | 82.5%-12.5pp |
| Annual return | 16.25% | 95.22%-79.0pp | 78.13%-61.9pp | 345.43%-329.2pp |
| Employer contribution / active EE | $1,948 | $3,139-38.0% | $2,855-31.8% | $4,764-59.1% |
| Participant deferral / active EE | $6,404 | $4,281+49.6% | $3,885+64.8% | $5,851+9.4% |
| Admin fee / account holder | $2,403 | $6,175-61.1% | $5,354-55.1% | $11,599-79.3% |