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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 | $104,900 | $160,040-34.5% | $147,096-28.7% | $145,877-28.1% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.4pp | 80.3%+1.5pp |
| Annual return | 12.35% | 98.49%-86.1pp | 419.75%-407.4pp | 551.28%-538.9pp |
| Employer contribution / active EE | $3,009 | $5,289-43.1% | $4,936-39.0% | $4,663-35.5% |
| Participant deferral / active EE | $8,012 | $8,429-4.9% | $8,071-0.7% | $6,691+19.7% |
| Admin fee / account holder | $2,313 | $15,050-84.6% | $13,005-82.2% | $13,402-82.7% |