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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 | $103,592 | $148,623-30.3% | $135,974-23.8% | $139,466-25.7% |
| Participation rate | 89.5% | 83.9%+5.6pp | 81.9%+7.6pp | 80.3%+9.1pp |
| Annual return | 14.08% | 79.30%-65.2pp | 68.30%-54.2pp | 373.66%-359.6pp |
| Employer contribution / active EE | $2,470 | $5,246-52.9% | $4,859-49.2% | $4,754-48.0% |
| Participant deferral / active EE | $6,882 | $8,103-15.1% | $7,760-11.3% | $6,712+2.5% |
| Admin fee / account holder | $3,137 | $12,406-74.7% | $10,767-70.9% | $11,409-72.5% |