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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 | $80,557 | $100,073-19.5% | $85,126-5.4% | $145,877-44.8% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 14.04% | 84.11%-70.1pp | 66.63%-52.6pp | 551.28%-537.2pp |
| Employer contribution / active EE | $3,399 | $3,236+5.0% | $2,731+24.4% | $4,663-27.1% |
| Participant deferral / active EE | $6,524 | $5,294+23.2% | $4,523+44.2% | $6,691-2.5% |
| Admin fee / account holder | $17,287 | $7,261+138.1% | $6,160+180.6% | $13,402+29.0% |