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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 | $160,040-46.3% | $147,096-41.6% | $145,877-41.1% |
| Participation rate | 81.0% | 84.0%-3.1pp | 82.2%-1.2pp | 80.3%+0.7pp |
| Annual return | 14.23% | 98.49%-84.3pp | 419.75%-405.5pp | 551.28%-537.1pp |
| Employer contribution / active EE | $3,305 | $5,289-37.5% | $4,936-33.0% | $4,663-29.1% |
| Participant deferral / active EE | $7,197 | $8,429-14.6% | $8,071-10.8% | $6,691+7.6% |
| Admin fee / account holder | $6,665 | $15,050-55.7% | $13,005-48.8% | $13,402-50.3% |