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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 | $77,003 | $100,203-23.2% | $85,240-9.7% | $145,897-47.2% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 11.08% | 84.28%-73.2pp | 66.75%-55.7pp | 552.29%-541.2pp |
| Employer contribution / active EE | $1,459 | $3,242-55.0% | $2,735-46.7% | $4,663-68.7% |
| Participant deferral / active EE | $2,111 | $5,299-60.2% | $4,527-53.4% | $6,689-68.4% |
| Admin fee / account holder | $7,194 | $7,265-1.0% | $6,165+16.7% | $13,390-46.3% |