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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 | $90,551 | $166,020-45.5% | $164,866-45.1% | $145,959-38.0% |
| Participation rate | 72.2% | 82.0%-9.8pp | 78.6%-6.4pp | 80.3%-8.1pp |
| Annual return | 9.00% | 100.08%-91.1pp | 69.97%-61.0pp | 561.95%-553.0pp |
| Employer contribution / active EE | $3,000 | $5,275-43.1% | $4,343-30.9% | $4,661-35.6% |
| Participant deferral / active EE | $6,901 | $6,961-0.9% | $6,033+14.4% | $6,689+3.2% |
| Admin fee / account holder | $16,942 | $16,644+1.8% | $12,689+33.5% | $13,398+26.5% |