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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 | $97,593 | $115,814-15.7% | $101,275-3.6% | $158,982-38.6% |
| Participation rate | 86.7% | 79.4%+7.3pp | 75.8%+10.9pp | 82.0%+4.7pp |
| Annual return | 9.55% | 56.16%-46.6pp | 46.48%-36.9pp | 302.99%-293.4pp |
| Employer contribution / active EE | $2,043 | $4,176-51.1% | $3,660-44.2% | $4,763-57.1% |
| Participant deferral / active EE | $3,052 | $4,958-38.4% | $4,371-30.2% | $5,983-49.0% |
| Admin fee / account holder | $4,690 | $7,249-35.3% | $5,948-21.2% | $11,252-58.3% |