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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 | $109,967-23.9% | $97,197-13.9% | $145,877-42.6% |
| Participation rate | 75.0% | 76.0%-1.0pp | 72.7%+2.3pp | 80.3%-5.3pp |
| Annual return | 11.65% | 244.27%-232.6pp | 75.47%-63.8pp | 551.28%-539.6pp |
| Employer contribution / active EE | $2,121 | $3,077-31.1% | $2,723-22.1% | $4,663-54.5% |
| Participant deferral / active EE | $5,977 | $4,676+27.8% | $4,263+40.2% | $6,691-10.7% |
| Admin fee / account holder | $1,449 | $6,199-76.6% | $5,637-74.3% | $13,402-89.2% |