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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 | $159,978-46.3% | $147,041-41.6% | $145,978-41.1% |
| Participation rate | 81.0% | 84.0%-3.1pp | 82.2%-1.2pp | 80.3%+0.7pp |
| Annual return | 14.23% | 98.36%-84.1pp | 419.21%-405.0pp | 550.52%-536.3pp |
| Employer contribution / active EE | $3,305 | $5,288-37.5% | $4,935-33.0% | $4,662-29.1% |
| Participant deferral / active EE | $7,197 | $8,429-14.6% | $8,071-10.8% | $6,690+7.6% |
| Admin fee / account holder | $6,665 | $15,053-55.7% | $13,006-48.8% | $13,400-50.3% |