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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 | $99,531 | $175,231-43.2% | $149,696-33.5% | $139,466-28.6% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 17.21% | 166.77%-149.6pp | 134.46%-117.2pp | 373.66%-356.4pp |
| Employer contribution / active EE | $2,748 | $5,478-49.8% | $4,821-43.0% | $4,754-42.2% |
| Participant deferral / active EE | $4,500 | $6,521-31.0% | $5,682-20.8% | $6,712-33.0% |
| Admin fee / account holder | $3,957 | $16,155-75.5% | $13,212-70.0% | $11,409-65.3% |