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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 | $95,584 | $160,028-40.3% | $147,080-35.0% | $145,884-34.5% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 16.62% | 98.60%-82.0pp | 420.17%-403.5pp | 551.85%-535.2pp |
| Employer contribution / active EE | $3,045 | $5,286-42.4% | $4,933-38.3% | $4,662-34.7% |
| Participant deferral / active EE | $9,782 | $8,422+16.1% | $8,066+21.3% | $6,690+46.2% |
| Admin fee / account holder | $4,211 | $15,030-72.0% | $12,989-67.6% | $13,392-68.6% |