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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 | $89,202 | $129,737-31.2% | $119,126-25.1% | $154,746-42.4% |
| Participation rate | 76.9% | 78.9%-1.9pp | 75.8%+1.2pp | 80.7%-3.8pp |
| Annual return | 12.29% | 379.08%-366.8pp | 282.11%-269.8pp | 172.34%-160.1pp |
| Employer contribution / active EE | $2,078 | $4,375-52.5% | $4,034-48.5% | $4,379-52.5% |
| Participant deferral / active EE | $2,587 | $5,842-55.7% | $5,318-51.4% | $6,730-61.6% |
| Admin fee / account holder | $4,595 | $11,961-61.6% | $10,693-57.0% | $14,365-68.0% |