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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 | $98,629 | $72,071+36.8% | $68,368+44.3% | $137,256-28.1% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.0%0pp |
| Annual return | 18.05% | 353.14%-335.1pp | 292.57%-274.5pp | 220.34%-202.3pp |
| Employer contribution / active EE | $1,934 | $2,788-30.6% | $2,649-27.0% | $4,156-53.5% |
| Participant deferral / active EE | $5,757 | $4,410+30.5% | $4,123+39.6% | $6,407-10.1% |
| Admin fee / account holder | $1,434 | $5,336-73.1% | $5,150-72.2% | $12,270-88.3% |