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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 | $83,702 | $104,924-20.2% | $84,623-1.1% | $152,885-45.3% |
| Participation rate | 88.9% | 74.8%+14.1pp | 68.2%+20.7pp | 82.5%+6.4pp |
| Annual return | 22.88% | 373.82%-350.9pp | 258.77%-235.9pp | 345.39%-322.5pp |
| Employer contribution / active EE | $1,117 | $3,302-66.2% | $2,652-57.9% | $4,763-76.5% |
| Participant deferral / active EE | $3,720 | $4,689-20.7% | $3,899-4.6% | $5,851-36.4% |
| Admin fee / account holder | $349 | $6,242-94.4% | $4,913-92.9% | $11,598-97.0% |