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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 | $95,153 | $112,121-15.1% | $95,960-0.8% | $158,966-40.1% |
| Participation rate | 80.0% | 79.0%+1.0pp | 77.1%+2.9pp | 82.0%-2.0pp |
| Annual return | 9.83% | 171.16%-161.3pp | 91.63%-81.8pp | 302.95%-293.1pp |
| Employer contribution / active EE | $1,301 | $3,199-59.3% | $2,541-48.8% | $4,762-72.7% |
| Participant deferral / active EE | $2,367 | $4,784-50.5% | $4,167-43.2% | $5,983-60.4% |
| Admin fee / account holder | $838 | $10,135-91.7% | $6,797-87.7% | $11,250-92.6% |