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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 | $90,267 | $112,112-19.5% | $95,956-5.9% | $158,950-43.2% |
| Participation rate | 85.7% | 79.0%+6.7pp | 77.1%+8.6pp | 82.0%+3.8pp |
| Annual return | 7.22% | 171.15%-163.9pp | 91.63%-84.4pp | 302.91%-295.7pp |
| Employer contribution / active EE | $1,773 | $3,199-44.6% | $2,541-30.2% | $4,762-62.8% |
| Participant deferral / active EE | $5,482 | $4,784+14.6% | $4,167+31.6% | $5,983-8.4% |
| Admin fee / account holder | $1,891 | $10,134-81.3% | $6,797-72.2% | $11,248-83.2% |