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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 | $85,772 | $227,633-62.3% | $189,597-54.8% | $167,553-48.8% |
| Participation rate | 73.7% | 82.5%-8.8pp | 78.4%-4.8pp | 82.1%-8.4pp |
| Annual return | 13.80% | 78.45%-64.7pp | 64.20%-50.4pp | 478.89%-465.1pp |
| Employer contribution / active EE | $1,919 | $5,317-63.9% | $4,412-56.5% | $4,840-60.3% |
| Participant deferral / active EE | $3,839 | $7,003-45.2% | $6,174-37.8% | $6,343-39.5% |
| Admin fee / account holder | $1,990 | $11,879-83.2% | $9,807-79.7% | $12,316-83.8% |