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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 | $85,916 | $160,070-46.3% | $147,117-41.6% | $145,897-41.1% |
| Participation rate | 81.0% | 84.0%-3.1pp | 82.2%-1.2pp | 80.3%+0.6pp |
| Annual return | 14.23% | 98.69%-84.5pp | 420.54%-406.3pp | 552.29%-538.1pp |
| Employer contribution / active EE | $3,305 | $5,285-37.5% | $4,932-33.0% | $4,663-29.1% |
| Participant deferral / active EE | $7,197 | $8,419-14.5% | $8,065-10.8% | $6,689+7.6% |
| Admin fee / account holder | $6,665 | $15,035-55.7% | $12,993-48.7% | $13,390-50.2% |