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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 | $112,120 | $150,435-25.5% | $120,580-7.0% | $145,897-23.2% |
| Participation rate | 75.0% | 78.8%-3.8pp | 72.0%+3.0pp | 80.3%-5.3pp |
| Annual return | 9.29% | 154.60%-145.3pp | 107.48%-98.2pp | 552.29%-543.0pp |
| Employer contribution / active EE | $2,459 | $4,352-43.5% | $3,469-29.1% | $4,663-47.3% |
| Participant deferral / active EE | $3,438 | $6,174-44.3% | $4,995-31.2% | $6,689-48.6% |
| Admin fee / account holder | $2,224 | $12,182-81.7% | $9,418-76.4% | $13,390-83.4% |