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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 | $99,612 | $166,131-40.0% | $164,975-39.6% | $145,877-31.7% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 13.57% | 100.37%-86.8pp | 70.12%-56.6pp | 551.28%-537.7pp |
| Employer contribution / active EE | $3,547 | $5,276-32.8% | $4,343-18.3% | $4,663-23.9% |
| Participant deferral / active EE | $2,423 | $6,962-65.2% | $6,033-59.8% | $6,691-63.8% |
| Admin fee / account holder | $1,692 | $16,648-89.8% | $12,688-86.7% | $13,402-87.4% |