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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 | $101,171 | $169,161-40.2% | $129,295-21.8% | $145,959-30.7% |
| Participation rate | 71.4% | 76.5%-5.0pp | 69.6%+1.8pp | 80.3%-8.9pp |
| Annual return | 8.73% | 14348.07%-14339.3pp | 9429.28%-9420.5pp | 561.95%-553.2pp |
| Employer contribution / active EE | $2,648 | $5,543-52.2% | $4,157-36.3% | $4,661-43.2% |
| Participant deferral / active EE | $5,063 | $4,989+1.5% | $4,169+21.4% | $6,689-24.3% |
| Admin fee / account holder | $1,549 | $9,878-84.3% | $7,665-79.8% | $13,398-88.4% |