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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 | $84,556 | $159,934-47.1% | $147,005-42.5% | $145,959-42.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 12.51% | 98.24%-85.7pp | 418.76%-406.3pp | 561.95%-549.4pp |
| Employer contribution / active EE | $2,220 | $5,287-58.0% | $4,934-55.0% | $4,661-52.4% |
| Participant deferral / active EE | $8,196 | $8,427-2.7% | $8,070+1.6% | $6,689+22.5% |
| Admin fee / account holder | $5,576 | $15,053-63.0% | $13,006-57.1% | $13,398-58.4% |