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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 | $82,066 | $160,040-48.7% | $147,096-44.2% | $145,877-43.7% |
| Participation rate | 81.0% | 84.0%-3.1pp | 82.2%-1.2pp | 80.3%+0.7pp |
| Annual return | 15.00% | 98.49%-83.5pp | 419.75%-404.7pp | 551.28%-536.3pp |
| Employer contribution / active EE | $3,902 | $5,289-26.2% | $4,936-20.9% | $4,663-16.3% |
| Participant deferral / active EE | $8,317 | $8,429-1.3% | $8,071+3.0% | $6,691+24.3% |
| Admin fee / account holder | $35,976 | $15,050+139.0% | $13,005+176.6% | $13,402+168.4% |