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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 | $86,898 | $112,121-22.5% | $95,960-9.4% | $158,966-45.3% |
| Participation rate | 85.7% | 79.0%+6.7pp | 77.1%+8.6pp | 82.0%+3.8pp |
| Annual return | 9.92% | 171.16%-161.2pp | 91.63%-81.7pp | 302.95%-293.0pp |
| Employer contribution / active EE | $900 | $3,199-71.9% | $2,541-64.6% | $4,762-81.1% |
| Participant deferral / active EE | $4,026 | $4,784-15.9% | $4,167-3.4% | $5,983-32.7% |
| Admin fee / account holder | $489 | $10,135-95.2% | $6,797-92.8% | $11,250-95.7% |