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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 | $85,799 | $103,008-16.7% | $90,304-5.0% | $152,897-43.9% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.5%-2.5pp |
| Annual return | 14.51% | 95.22%-80.7pp | 78.13%-63.6pp | 345.43%-330.9pp |
| Employer contribution / active EE | $2,833 | $3,139-9.8% | $2,855-0.8% | $4,764-40.5% |
| Participant deferral / active EE | $8,922 | $4,281+108.4% | $3,885+129.7% | $5,851+52.5% |
| Admin fee / account holder | $509 | $6,175-91.8% | $5,354-90.5% | $11,599-95.6% |