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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 | $150,412-26.7% | $120,574-8.5% | $145,884-24.4% |
| Participation rate | 77.8% | 78.8%-1.0pp | 71.9%+5.8pp | 80.3%-2.5pp |
| Annual return | 10.53% | 154.50%-144.0pp | 107.42%-96.9pp | 551.85%-541.3pp |
| Employer contribution / active EE | $2,991 | $4,355-31.3% | $3,471-13.8% | $4,662-35.9% |
| Participant deferral / active EE | $9,012 | $6,175+45.9% | $4,996+80.4% | $6,690+34.7% |
| Admin fee / account holder | $4,414 | $12,224-63.9% | $9,445-53.3% | $13,392-67.0% |