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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 | $100,139-23.1% | $85,187-9.6% | $145,884-47.2% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 11.08% | 84.15%-73.1pp | 66.67%-55.6pp | 551.85%-540.8pp |
| Employer contribution / active EE | $1,459 | $3,238-54.9% | $2,732-46.6% | $4,662-68.7% |
| Participant deferral / active EE | $2,111 | $5,296-60.1% | $4,525-53.3% | $6,690-68.4% |
| Admin fee / account holder | $7,194 | $7,262-0.9% | $6,162+16.8% | $13,392-46.3% |