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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 | $78,229 | $144,130-45.7% | $117,861-33.6% | $147,586-47.0% |
| Participation rate | 83.3% | 83.4%-0.1pp | 79.7%+3.7pp | 82.8%+0.5pp |
| Annual return | 10.02% | 531.20%-521.2pp | 335.11%-325.1pp | 578.59%-568.6pp |
| Employer contribution / active EE | $2,843 | $4,897-41.9% | $3,786-24.9% | $4,876-41.7% |
| Participant deferral / active EE | $3,501 | $5,316-34.1% | $4,482-21.9% | $5,439-35.6% |
| Admin fee / account holder | $2,740 | $10,887-74.8% | $8,021-65.8% | $10,886-74.8% |