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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 | $80,447 | $112,131-28.3% | $95,964-16.2% | $158,982-49.4% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 6.97% | 171.19%-164.2pp | 91.64%-84.7pp | 302.99%-296.0pp |
| Employer contribution / active EE | $1,840 | $3,199-42.5% | $2,541-27.6% | $4,763-61.4% |
| Participant deferral / active EE | $3,156 | $4,784-34.0% | $4,167-24.3% | $5,983-47.3% |
| Admin fee / account holder | $17,251 | $10,136+70.2% | $6,797+153.8% | $11,252+53.3% |