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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 | $83,674 | $110,039-24.0% | $97,260-14.0% | $145,884-42.6% |
| Participation rate | 75.0% | 75.9%-0.9pp | 72.7%+2.3pp | 80.3%-5.3pp |
| Annual return | 11.65% | 244.44%-232.8pp | 75.54%-63.9pp | 551.85%-540.2pp |
| Employer contribution / active EE | $2,121 | $3,074-31.0% | $2,721-22.0% | $4,662-54.5% |
| Participant deferral / active EE | $5,977 | $4,674+27.9% | $4,262+40.2% | $6,690-10.7% |
| Admin fee / account holder | $1,449 | $6,204-76.6% | $5,640-74.3% | $13,392-89.2% |