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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 | $102,684 | $160,070-35.9% | $147,117-30.2% | $145,897-29.6% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 14.07% | 98.69%-84.6pp | 420.54%-406.5pp | 552.29%-538.2pp |
| Employer contribution / active EE | $2,068 | $5,285-60.9% | $4,932-58.1% | $4,663-55.6% |
| Participant deferral / active EE | $3,546 | $8,419-57.9% | $8,065-56.0% | $6,689-47.0% |
| Admin fee / account holder | $8,124 | $15,035-46.0% | $12,993-37.5% | $13,390-39.3% |