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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 | $91,105 | $183,592-50.4% | $155,567-41.4% | $145,959-37.6% |
| Participation rate | 81.8% | 82.7%-0.9pp | 78.2%+3.6pp | 80.3%+1.5pp |
| Annual return | 10.83% | 61.24%-50.4pp | 64.74%-53.9pp | 561.95%-551.1pp |
| Employer contribution / active EE | $2,405 | $5,315-54.7% | $4,674-48.5% | $4,661-48.4% |
| Participant deferral / active EE | $5,223 | $6,464-19.2% | $5,628-7.2% | $6,689-21.9% |
| Admin fee / account holder | $768 | $19,318-96.0% | $15,916-95.2% | $13,398-94.3% |