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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 | $101,383 | $166,268-39.0% | $165,100-38.6% | $145,897-30.5% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 11.84% | 100.52%-88.7pp | 70.21%-58.4pp | 552.29%-540.4pp |
| Employer contribution / active EE | $8,831 | $5,284+67.1% | $4,348+103.1% | $4,663+89.4% |
| Participant deferral / active EE | $4,120 | $6,964-40.8% | $6,035-31.7% | $6,689-38.4% |
| Admin fee / account holder | $2,272 | $16,659-86.4% | $12,696-82.1% | $13,390-83.0% |