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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 | $98,914 | $103,008-4.0% | $90,304+9.5% | $152,897-35.3% |
| Participation rate | 70.0% | 75.9%-5.9pp | 73.3%-3.3pp | 82.5%-12.5pp |
| Annual return | 21.52% | 95.22%-73.7pp | 78.13%-56.6pp | 345.43%-323.9pp |
| Employer contribution / active EE | $2,343 | $3,139-25.4% | $2,855-17.9% | $4,764-50.8% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5,800 | $6,175-6.1% | $5,354+8.3% | $11,599-50.0% |