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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 | $110,298 | $150,207-26.6% | $120,380-8.4% | $145,978-24.4% |
| Participation rate | 77.8% | 78.8%-1.0pp | 71.9%+5.9pp | 80.3%-2.5pp |
| Annual return | 10.53% | 154.28%-143.7pp | 107.28%-96.7pp | 550.52%-540.0pp |
| Employer contribution / active EE | $2,991 | $4,351-31.3% | $3,465-13.7% | $4,662-35.8% |
| Participant deferral / active EE | $9,012 | $6,175+45.9% | $4,992+80.5% | $6,690+34.7% |
| Admin fee / account holder | $4,414 | $12,203-63.8% | $9,421-53.1% | $13,400-67.1% |