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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 | $89,984 | $168,636-46.6% | $147,618-39.0% | $125,388-28.2% |
| Participation rate | 75.0% | 88.8%-13.8pp | 84.6%-9.6pp | 83.2%-8.2pp |
| Annual return | 0.60% | 77.65%-77.1pp | 61.98%-61.4pp | 282.24%-281.6pp |
| Employer contribution / active EE | $2,610 | $6,252-58.3% | $5,565-53.1% | $4,866-46.4% |
| Participant deferral / active EE | $5,821 | $5,507+5.7% | $4,895+18.9% | $5,352+8.8% |
| Admin fee / account holder | $2,164 | $13,580-84.1% | $11,612-81.4% | $9,541-77.3% |