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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 | $85,069 | $150,435-43.5% | $120,580-29.5% | $145,897-41.7% |
| Participation rate | 70.0% | 78.8%-8.8pp | 72.0%-2.0pp | 80.3%-10.3pp |
| Annual return | 13.09% | 154.60%-141.5pp | 107.48%-94.4pp | 552.29%-539.2pp |
| Employer contribution / active EE | $2,086 | $4,352-52.1% | $3,469-39.9% | $4,663-55.3% |
| Participant deferral / active EE | $4,141 | $6,174-32.9% | $4,995-17.1% | $6,689-38.1% |
| Admin fee / account holder | $849 | $12,182-93.0% | $9,418-91.0% | $13,390-93.7% |