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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 | $99,294 | $73,546+35.0% | $63,018+57.6% | $147,586-32.7% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.8%+0.2pp | 82.8%-7.8pp |
| Annual return | 11.50% | 175.56%-164.1pp | 87.62%-76.1pp | 578.59%-567.1pp |
| Employer contribution / active EE | $2,613 | $3,324-21.4% | $2,761-5.3% | $4,876-46.4% |
| Participant deferral / active EE | $6,033 | $4,185+44.2% | $3,330+81.2% | $5,439+10.9% |
| Admin fee / account holder | $1,124 | $5,956-81.1% | $3,601-68.8% | $10,886-89.7% |