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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 | $166,020-38.9% | $164,866-38.5% | $145,959-30.5% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 11.84% | 100.08%-88.2pp | 69.97%-58.1pp | 561.95%-550.1pp |
| Employer contribution / active EE | $8,831 | $5,275+67.4% | $4,343+103.4% | $4,661+89.5% |
| Participant deferral / active EE | $4,120 | $6,961-40.8% | $6,033-31.7% | $6,689-38.4% |
| Admin fee / account holder | $2,272 | $16,644-86.3% | $12,689-82.1% | $13,398-83.0% |